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Estate Planning Blog Digest

Estate Planning in St. Charles, IL, serving the Western Suburbs of Chicago

There’s More to Wealth Than Money… Protect Your Family, Wealth & Legacy

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Advanced estate planning strategies for families and business owners.
  • Estate Planning

Communication is Key in Generational Estate Planning

For most families, the estate planning process is more involved than simply naming beneficiaries. While the primary goal of estate planning is transferring assets in an orderly and tax-efficient manner, it’s just as important to focus on preserving wealth across generations.
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  • Estate Planning

Here’s Why You Need an Estate Plan

No matter what line of work you are in, estate planning has facets that apply to everyone, and it comes down to documenting wishes and avoiding probate and unnecessary taxes. Too many people put it off, but, in general, the sooner you do it, the better.
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