ESTATE PLANNING

Estate planning - the process of planning goals for one's property post-death and preparing the steps necessary to accomplish those goals.

  • What would happen to your children if you were not longer around?

  • Do you have a plan in place in case you become disabled?

  • Will your hard-earned assets pass to your loved ones when life's journey comes to an end?

The benefit to creating a well thought out plan:

Creating an easy step by step process to help family and loved ones through the complexities. The loss of a loved one is difficult enough. You do not want to leave behind a headache for the ones you care about. 

Important information should be easy to access and done correctly so there are no surprises and issues. 

  • Insurance policies

  • Will

  • Living trusts

  • Deeds

  • Pensions

  • Retirement accounts

  • Bank accounts

  • Mutual fund accounts

  • Securities

  • Bonds

  • Money Market accounts

  • Location of important personal property (safety deposit boxes, multiple bank accounts, multiple real estate locations, ownership in companies)

  • Other important documents such as photos, heirlooms, and irreplaceable items

 

Disorganization can lead to both tangible and intangible losses. Both can be avoided through proper planning.

Potential Tangible Losses:

  • Unclaimed stocks

  • Unclaimed bonds

  • Unclaimed bank accounts

  • Unclaimed insurance policy benefits  

  • Unrealized tax benefits

  • Unrealized real estate

 

Potential Intangible Losses:

  • Damaged relationships created by personal issues with plan

  • Uninformed loved ones

  • Loss of family history/heir looms

  • Incorrect post death proceedings

QUESTIONS?

OFFICE LOCATION

3 Golf Avenue, Clarendon Hills, Illinois 60514

 

332 South Michigan Avenue, Suite 1000, 
Chicago, IL  60604-4398
(by appointment)


PHONE: (630) 920 - 0300
FAX: (630) 920 - 8390
EMAIL: inquiry@alongilawoffice.com

We are a full-service estate planning law office, working to provide peace of mind to our clients and their families. We are committed to help each client create a plan to avoid all unnecessary losses, using legal tools that suit the individual needs, goals, and situation of the client. 

We provide assistance with:

  • Wills

  • Living Wills

  • Living Trusts

  • Powers of Attorney

  • Guardianships

  • Life Insurance Trusts

  • Premarital/Postnuptual Agreements

  • Probate

  • Estate Disputes

  • Estate Administration

Each estate is different and requires individualized attention. Our staff has the experience and tools to help clients plan goals for one's property post-death and prepare the steps necessary to accomplish those goals.

We are able to offer clients an all in one Estate Planning/Estate Administration service through the support of office resources:

  • Estate/Trust Accounting

  • Tax Return Preparation

  • Executor of Estate Services - (American Estate Clearance)

The firm serves clients in Clarendon Hills, Hinsdale, Westmont, Downers Grove and Oak Brook, along with clients in other northern Illinois suburbs, Cook County (city and suburbs), and Will County, Illinois.

 

3 Golf Avenue, Clarendon Hills, Illinois 60514    -    332 South Michigan Avenue, Suite 100, Chicago, Illinois 60604

 

Phone: (630) 920 - 0300     -     Fax: (630) 920 - 8390     -     Email: inquiry@alongilawoffice.com

Content copyright 2009-2014. Law Offices of Allan C. Alongi. All rights reserved.