PROPER PLANNING

Custom crafted estate plans that preserve your legacy.

ESTATE PLANNING FOR THE FUTURE

What is Your Current Plan?

If you haven’t taken the steps to put an estate plan in place, the state of Illinois has a plan for you. Unfortunately, the state’s intestacy plan is probably not the plan you want.

If you don’t know what would happen, then the first step is to get clear on exactly what would occur, legally and financially, should something happen to you.

To do this, we conduct a Family Wealth Planning Session, where we spend time together and you’ll get informed on what would happen under your current plan, whether its a plan you previously had prepared or, in the case that you’ve never prepared a plan, the state’s plan for you.

Prior to your Family Wealth Planning Session, you will complete a Family Wealth Inventory and Assessment, which will help you to fully identify what you own and clarify what you have to think about when it comes to planning for the disposition of your assets, and, more importantly, the well-being and care of your loved ones. If, after learning what would currently happen, you decide that you are not comfortable with what would occur with no further planning, then we can design an estate plan that is custom tailored to best suit the needs of your family.

If you have minor children, we will prepare a comprehensive plan to ensure that your children are always taken care of no matter what happens.

The foundation of your estate plan will often include a revocable living trust - you will transfer your property into this trust for your benefit during your life and will maintain total control over the trust during your lifetime.

One of the benefits of a revocable living trust is that when done correctly and properly maintained over time, the trust will help your family to avoid the cost and delay of probate and minimize or eliminate estate taxes. For our clients that need advanced estate planning services, we provide those as well. And we’ll custom prepare all of the additional legal documents necessary to ensure that you and your family are fully protected.

At Minshall Law, we take the time to get to know you, your family, your concerns and your goals and will prepare a customized estate plan that is exactly right for you.

Personalized Service

Our firm believes in personalized service for each and every client. Our approach is educational and proactive – we first determine each client’s individual needs, desires and values, and then tailor their plan to best achieve their objectives.

We represent families throughout varying stages of life:

  • Traditional two parent families or single parents wishing to provide for and protect their children and themselves;
  • Blended families negotiating the challenges of creating new relationships with varying expectations;
  • Unmarried couples who are solidifying their relationship through proper planning;
  • High net worth families seeking strategies for minimizing estate and income taxes;
  • Family business owners seeking ways to maximize protection for their companies and considering how and when to transition to the next generation of ownership.

LET'S START PLANNING

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ADDRESS

900 Ogden Ave. #180
Downer's Grove, IL 60515