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)

Success! Message received.