Archives

2019-12-08: Updated: 2019-12-08 13:05:04 Prevent Elder Financial Abuse

2019-12-04: Updated: 2019-12-04 06:53:54 Stop procrastinating and get an estate plan—here’s how to get started

2019-11-23: Updated: 2019-11-23 20:14:41 Where There’s a Will Isn’t Always the Way!

2019-11-16: Updated: 2019-11-16 21:42:26 4 Ways To Improve Your Estate Plan

2019-11-09: Updated: 2019-11-09 07:33:50 Here’s how to pick the executor of your estate. It may not be the person you think.

2019-11-01: Updated: 2019-11-01 17:46:56 4 Ways to Help Clients Control Their Digital Afterlife

2019-10-18: Updated: 2019-10-18 14:26:23 Here are the Top Estate Planning Mistakes to Avoid

2019-10-04: Updated: 2019-10-04 13:53:21 Estate Planning When You Have a Stepfamily

2019-09-27: Updated: 2019-09-27 10:43:52 When You’re Gone, What Happens to Your Pets?

2019-09-17: Updated: 2019-09-17 07:26:31 Estate Planning Considerations for Every Stage of Life

2019-09-06: Updated: 2019-09-06 18:33:04 Retirement, Estate Planning: Documents You Should Have

2019-08-27: Updated: 2019-08-27 21:51:42 What Is Probate and How Can You Avoid It?

2019-08-16: Updated: 2019-08-16 07:44:31 Cryptocurrencies: An Estate Planning Conundrum

2019-08-07: Updated: 2019-08-07 18:49:15 Estate Planning in a Digital World

2019-07-30: Updated: 2019-07-30 23:46:45 Nurses Say Staffing Ratios In Long Term Care Facilities Are Unsafe

2019-07-24: Updated: 2019-07-24 23:00:50 A Financial Flight Plan For Snowbirds

2019-07-17: Updated: 2019-07-17 21:41:14 Online Wills Might Save You Money, But They Can Lay These Estate-Planning Traps

2019-07-10: Updated: 2019-07-10 07:24:30 6 Ways Investors Can Help Their Heirs

2019-07-03: Updated: 2019-07-03 08:42:16 Same-Sex Couples Could Face Estate Planning Roadblocks

2019-06-27: Updated: 2019-06-27 06:20:48 What Makes a Will Valid?

2019-05-24: Updated: 2019-05-24 12:16:27 Middle-income Seniors and the Rising Cost of Long-Term Care

2019-05-11: Updated: 2019-05-11 08:25:20 Find Out “What’s Covered” by Medicare Using New App

2019-05-03: Updated: 2019-10-17 12:12:48 Is your son or daughter graduating high school this month? College-bound students need advanced directives.

2019-04-30: Updated: 2019-04-30 11:44:08 Reasons Not to Give Your House to Children to Protect It From Medicaid

2019-02-04: Updated: 2019-02-04 16:47:53 Advanced Health Directives and the Healthcare Surrogate Act

2018-06-12: Updated: 2019-03-19 16:05:12 Long-Term Care Insurance in 2018

2018-05-30: Updated: 2019-03-19 16:07:03 Tough Times for Medicaid Applicants in Illinois

2018-04-16: Updated: 2018-04-16 16:15:41 Beware! There is No Such Thing as an IRS Phone Call

2018-04-15: Updated: 2018-04-15 14:23:47 Medicaid Funded Assisted Living Facilities Lacking in Regulations and Oversight

2018-04-15: Updated: 2018-04-15 14:22:34 They Have Cut Off Your Medicare Days? Appeal!

2018-02-21: Updated: 2018-04-15 14:27:22 Estate Planning and Retirement Considerations for Late-In-Life Parents

2018-02-01: Updated: 2018-02-01 17:01:12 What exactly is a bond anyway?

2018-01-26: Updated: 2018-01-26 11:10:28 Where should you keep your original will?

2017-12-28: Updated: 2017-12-12 16:35:11 Checklist to Leave with Your Will

2017-12-19: Updated: 2017-12-12 16:20:05 Small Estate Affidavits

2017-12-12: Updated: 2017-12-12 14:45:59 Inherited Roth IRAs

2017-12-06: Updated: 2017-12-06 17:01:24 Third Party and Self-Settled Special Needs Trusts

2017-11-29: Updated: 2019-03-19 16:06:53 Another Season, Another Scam – Medicare phishing calls on the rise

2017-11-20: Updated: 2019-03-19 16:06:43 Saying “I do” again, Financial Consideration and Estate Planning for Marriage later in Life

2017-11-06: Updated: 2019-03-19 16:06:18 Medicaid Planning in 2017 – Myths and Common Misconceptions

2017-10-20: Updated: 2017-10-20 17:21:54 Hot Issues in CCRCs-Part 2

2017-10-18: Updated: 2019-03-19 16:05:55 Caring for Seniors in an Emergency

2017-10-11: Updated: 2017-10-11 10:45:20 Hot Issues in CCRCs-Part 1

2017-10-03: Updated: 2017-10-03 12:18:56 ‘Only morons pay the estate tax’ – Gary Cohn

2017-09-20: Updated: 2017-09-20 16:51:51 Protecting the House from the Nursing Home

2017-09-07: Updated: 2017-09-07 14:51:52 Dictating from the Grave: Using Incentive Trusts

2017-08-24: Updated: 2017-08-24 11:00:22 Understanding the Role of a Guardian ad Litem in Guardianship Proceedings

2017-08-14: Updated: 2017-08-14 09:33:18 Proposed Legislation Would Change Notice Requirements for Probate Estates

2017-08-08: Updated: 2017-08-08 15:12:43 Understanding Probate Avoidance Techniques

2017-07-27: Updated: 2017-07-27 15:58:17 Five Ways Your Will Can Become Useless

2017-07-21: Updated: 2017-07-21 16:03:23 Illinois Living Will Act

2017-07-14: Updated: 2017-07-14 15:00:00 Where there’s a Will there’s a Way

2017-07-06: Updated: 2017-07-06 17:11:52 Getting Personal with your Rep

2017-06-27: Updated: 2019-03-19 16:05:31 Co-Ops – A blast from the past

2017-06-20: Updated: 2019-03-19 16:05:26 Powers of Attorney – The Forgotten Estate Planning Documents

2017-06-12: Updated: 2019-03-19 16:03:02 Enhancing Special Needs Estate Planning – The ABLE Act in Illinois

2017-05-30: Updated: 2019-03-19 16:05:20 Rethinking the Reverse Mortgage

2017-05-11: Updated: 2017-05-11 17:35:07 Inherited IRAs Are Not Protected Unless…….

2017-05-07: Updated: 2017-05-07 17:20:26 First Party and Third Party- The 2 Types of Special Needs Trusts

2017-04-30: Updated: 2017-04-30 17:24:19 No Release of Prince’s “Deliverance” Album by Sound Engineer

2017-04-17: Updated: 2017-04-17 18:04:42 Asset Protection is Less Complicated Than You Think

2017-04-03: Updated: 2017-04-03 09:50:30 Rights to Visitation in Guardianship Proceedings

2017-03-25: Updated: 2017-03-30 12:31:12 Ensuring Guardians Comply With Their Duties

2017-03-16: Updated: 2017-03-16 14:25:36 When It’s Too Late for a Power of Attorney

2017-02-24: Updated: 2017-02-24 16:59:33 Trusts for Tots and Teenagers

2017-02-07: Updated: 2017-02-07 17:03:03 The Importance of Beneficiary Designations

2017-02-03: Updated: 2017-02-03 11:27:51 Trustee Tools and Tasks

2016-12-29: Updated: 2016-12-29 11:29:24 Claiming Parents as Dependents

2016-12-16: Updated: 2016-12-16 16:58:17 Rock Solid Estate Plans

2016-12-10: Updated: 2016-12-10 09:40:33 Letters of Instruction

2016-12-03: Updated: 2016-12-03 12:27:07 Spousal Social Security Benefits

2016-11-23: Updated: 2016-11-23 11:46:10 Estate Planning for your Eighteen Year Old

2016-11-19: Updated: 2016-11-19 09:39:01 Remember the Digital Assets

2016-11-12: Updated: 2016-11-12 09:09:53 Common Estate Planning Objectives

2016-11-05: Updated: 2016-11-05 10:38:05 The Importance of Beneficiary Designations

2016-10-29: Updated: 2016-10-29 10:32:51 Maximizing Inherited IRAs

2016-10-22: Updated: 2016-10-22 09:47:32 IRAs and Creditors

2016-10-15: Updated: 2016-10-15 11:02:13 Planning for a Special Needs Child

2016-10-08: Updated: 2016-10-08 10:46:12 Another Reason to Avoid Joint Wills

2016-09-24: Updated: 2016-09-17 13:15:54 ABCs of Accounts, Beneficiaries and Courts

2016-09-17: Updated: 2016-09-17 13:10:02 More Power for your Power of Attorney

2016-09-10: Updated: 2016-09-10 09:44:39 Additional IRA Advantages

2016-09-02: Updated: 2016-09-02 16:22:04 Reining In Super Spending Children

2016-08-27: Updated: 2016-08-27 09:56:46 Tax Tips for Long-Term Care

2016-08-06: Updated: 2016-08-06 11:55:46 ABLE Accounts for Special Needs Planning

2016-07-30: Updated: 2016-07-30 12:06:55 Caregiver Choices

2016-07-26: Updated: 2016-07-26 17:24:26 In Trustee We Trust

2016-07-16: Updated: 2016-07-16 11:55:44 Importance of a Will

2016-07-01: Updated: 2016-07-01 16:47:10 Estate Planning and Gifts to Charity

2016-06-25: Updated: 2016-06-25 11:27:01 Cohabiting Seniors: Protect Your Rights

2016-06-18: Updated: 2016-06-18 12:55:04 IRA Master Reaches 70 1/2

2016-06-11: Updated: 2016-06-11 11:23:50 Top Ten Reasons to Create an Estate Plan

2016-06-04: Updated: 2016-06-04 09:54:17 Don’t Fear the Prenup

2016-05-21: Updated: 2016-05-21 10:15:48 Lower your Estate Taxes with Gifts

2016-05-14: Updated: 2016-05-14 10:10:31 Assisted Living and Medicaid

2016-05-07: Updated: 2016-05-07 10:26:09 Estate Tax Turns 100

2016-04-30: Updated: 2016-04-30 10:28:05 Digital Assets After Death

2016-04-22: Updated: 2016-04-22 15:09:32 Signing Up for Medicare

2016-04-16: Updated: 2016-04-16 10:26:25 Illinois Medicaid Planning and Private Reverse Mortgages

2016-04-09: Updated: 2016-04-09 10:32:39 Estate Planning for DINKs

2016-04-02: Updated: 2016-04-02 10:58:18 Latest End-of-Life Options

2016-03-24: Updated: 2016-03-24 17:15:38 Putting Important Health Care Decision Planning in Place

2016-03-19: Updated: 2016-03-19 10:20:27 The 101 Biggest Estate Planning Mistakes

2016-03-05: Updated: 2016-03-05 10:43:26 Independent Again After a Nursing Home Stay

2016-02-27: Updated: 2016-02-27 10:33:08 Inheriting that Summer Vacation Home

2016-02-19: Updated: 2016-02-19 14:04:12 Social Security Planning Tools Curtailed

2016-02-13: Updated: 2016-02-13 10:48:02 Plan Ahead for Surviving Spouse

2016-02-05: Updated: 2016-02-05 16:45:36 HSAs Beat 401(k)s

2016-01-29: Updated: 2016-01-29 16:48:17 What Happens if I Die without a Will or a Trust?

2016-01-22: Updated: 2016-01-22 16:51:08 Grandchildren Gifting without Tax Reporting

2016-01-16: Updated: 2016-01-16 11:38:36 Navigating Wills through Court

2016-01-09: Updated: 2016-01-09 11:32:43 Stretching Your Roth IRA to the Max

2015-12-31: Updated: 2015-12-31 11:31:00 Decanting: Good for Wine and Trusts

2015-12-17: Updated: 2015-12-17 14:16:07 Caution: Kiddie Tax

2015-12-11: Updated: 2015-12-11 17:25:32 Powerful Power of Attorney for Property

2015-12-03: Updated: 2015-12-11 17:28:16 Best Option for Special Needs Children

2015-11-18: Updated: 2015-11-18 15:34:41 Roth IRAs Rule

2015-11-06: Updated: 2015-11-11 15:53:59 Medigap Coverage

2015-10-31: Updated: 2015-10-31 10:56:05 ABLE Accounts for the Disabled

2015-10-24: Updated: 2015-10-24 09:59:51 The Many Flavors of Trusts

2015-10-17: Updated: 2015-10-17 12:00:33 Home Equity – A Big Asset

2015-10-09: Updated: 2015-10-09 18:28:27 Inheriting an IRA from Uncle Ira

2015-10-02: Updated: 2015-10-02 17:06:21 Give Your Health Savings Account a Checkup

2015-09-26: Updated: 2015-09-26 17:04:55 Important Roth IRA Provisions

2015-09-19: Updated: 2015-09-19 10:32:46 Inheriting a Brokerage Account

2015-09-12: Updated: 2015-09-12 16:21:00 Guardians at the Estate Planning Gates

2015-09-03: Updated: 2015-11-09 09:41:23 Common Mistakes in Estate Planning

2015-08-29: Updated: 2015-08-29 14:20:28 Keeping Things Even

2015-08-22: Updated: 2015-08-22 10:17:09 Nothing Crummy About “Crummey” Trusts

2015-08-15: Updated: 2015-11-09 09:37:59 Mini-fridge and Powers of Attorney: A College Kid’s Must Haves

2015-08-08: Updated: 2015-08-08 11:14:35 Hazards to Avoid when Inheriting an IRA – Part 3

2015-08-01: Updated: 2015-08-01 11:14:42 Fund That Trust

2015-07-25: Updated: 2015-07-25 10:36:50 Hazards to Avoid when Inheriting an IRA – Part 2

2015-07-18: Updated: 2015-07-18 11:00:58 Hazards to Avoid when Inheriting an IRA

2015-07-09: Updated: 2015-07-09 11:25:50 Steps to Take When a Loved One Dies

2015-06-27: Updated: 2015-06-27 10:46:17 Asset Protection for Illinois Homes and Life Insurance

2015-06-20: Updated: 2015-06-20 10:36:16 Illinois Asset Protection Planning

2015-06-12: Updated: 2015-06-12 10:21:29 Illinois Tenancy by the Entirety

2015-06-06: Updated: 2015-06-06 11:37:45 Estate Planning for Fido

2015-05-29: Updated: 2015-05-29 11:44:10 Unrelated Administrator of an Estate

2015-05-22: Updated: 2015-05-22 10:35:02 Illinois Joint Tenancy Law Liberalized

2015-05-15: Updated: 2015-05-15 10:24:55 Wills vs. Trusts

2015-05-09: Updated: 2015-05-09 11:17:42 Chicago Law & Updating Your Estate Plan

2015-05-04: Updated: 2015-05-04 15:39:40 No Contest Clauses in Illinois Wills

2015-04-24: Updated: 2015-04-24 10:06:22 Naming Minors as IRA Beneficiaries

2015-04-17: Updated: 2015-04-17 08:40:29 Custodial Accounts for Minors in Illinois

2015-03-27: Updated: 2015-03-27 17:23:07 Duties of the Executor

2015-03-21: Updated: 2015-03-21 09:45:47 QTIP Trusts

2015-03-13: Updated: 2015-03-13 08:21:50 Special Needs Trusts

2015-03-10: Updated: 2015-03-10 09:05:18 Long Term Care Insurance and Long Term Disability Insurance

2015-02-27: Updated: 2015-02-27 09:28:51 Illinois Powers of Attorney

2015-02-25: Updated: 2015-02-25 12:25:18 Illinois Living Revocable Trusts

2015-02-21: Updated: 2015-02-21 08:51:49 Stand Alone Retirement Trusts

2015-01-31: Updated: 2015-01-31 11:58:18 Illinois Estate Planning and Estate Tax Deductions

2015-01-24: Updated: 2015-01-24 09:39:22 Illinois Law Regarding Being a Guardian

2015-01-17: Updated: 2015-01-17 10:09:38 Illinois Joint Tenancy and Income Taxes

2015-01-10: Updated: 2015-01-10 07:44:25 Illinois Law and Joint Tenancy with Rights of Survivorship

2014-12-22: Updated: 2014-12-22 17:32:16 Illinois Inherited IRAs and Distributions to Beneficiaries

2014-12-11: Updated: 2014-12-11 08:23:30 Illinois Law and Independent Estate Administration

2014-12-05: Updated: 2014-12-05 08:38:11 Illinois Estate Planning and Retirement Plans

2014-11-25: Updated: 2014-11-25 07:15:01 Illinois Law and Your Virtual Estate

2014-11-22: Updated: 2014-11-22 11:43:17 Funding an Illinois Revocable Living Trust

2014-10-25: Updated: 2014-10-25 09:22:37 Illinois Law and Children with Disabilities

2014-08-16: Updated: 2014-08-16 11:38:09 Chicago Estate Planning and Individual Retirement Accounts

2014-07-26: Updated: 2014-07-26 10:47:42 Illinois Law & Giving Assets to Children

2013-12-20: Updated: 2013-12-20 10:24:53 Illinois Agents For Health Care and Property Powers of Attorney

2013-10-26: Updated: 2015-11-04 17:54:56 LaGrange Area Table Tennis and Estate Planning

2013-09-26: Updated: 2015-11-04 17:51:44 Special Needs Child and Estate Planning

2013-07-13: Updated: 2013-07-13 16:54:12 Illinois Estate Planning and Trusts

2013-07-03: Updated: 2013-07-03 16:31:30 Illinois Estate Planning – Avoiding Probate

2013-06-28: Updated: 2013-06-28 09:01:44 Illinois Asset Protection Planning

2013-03-25: Updated: 2013-03-25 09:44:05 Estate Planning and Charitable Remainder Unitrust

2013-03-15: Updated: 2013-03-15 09:42:19 Estate Planning and Charitable Remainder Annuity Trusts

2013-03-09: Updated: 2013-03-09 08:21:12 Estate Planning and Charitable Remainder Trusts

2013-03-02: Updated: 2013-03-02 08:55:30 Education Funding for Young Beneficiaries

2013-02-16: Updated: 2013-02-16 09:45:52 Annual Gift Tax Exclusion

2013-02-09: Updated: 2013-02-09 09:38:46 Illinois Nursing Home Moves & Home Protection

2012-12-01: Updated: 2012-12-01 09:29:23 Illinois Estate Planning and Taxes on Joint Property

2012-11-17: Updated: 2012-11-17 13:55:44 Elder Care Managers in Illinois

2012-11-10: Updated: 2012-11-10 08:50:16 Illinois Estate Planning and Expiration of Tax Exemption

2012-10-13: Updated: 2012-10-13 09:00:04 Illinois Joint Tenancy and Gift Taxes

2012-06-23: Updated: 2012-06-23 10:37:46 Chicago Estate Planning and Long-Term Care Insurance

2012-06-16: Updated: 2012-06-16 09:47:37 Chicago Estate Planning and Warranty & Quitclaim Deeds

2012-06-02: Updated: 2012-06-02 08:46:01 Chicago Estate Planning and Grantor Retained Annuity Trusts (GRATs)

2012-05-12: Updated: 2012-05-12 10:35:36 Chicago Estate Planning and the $5 Million Gift Tax Exemption

2012-03-10: Updated: 2012-03-10 11:15:11 Chicago Estate Planning and Copies of the Will

2012-02-18: Updated: 2012-02-18 11:19:04 Federal Appeals Court Rules Retirees Cannot Dodge Medicare Eligibility

2011-12-10: Updated: 2011-12-10 11:38:24 Chicago Estate Planning Veterans’ Compensation COLAs

2011-12-03: Updated: 2011-12-03 13:35:41 Chicago Area Nursing Home Quality

2011-10-15: Updated: 2011-10-15 09:43:37 Federal Estate Tax Rules Clarified

2011-07-15: Updated: 2011-07-15 17:04:07 Illinois Law and Will Copies

2011-07-11: Updated: 2015-11-04 17:32:20 Updating Your Illinois Estate Plan

2011-06-11: Updated: 2015-11-04 17:30:32 Chicago Money Management Services for Seniors

2011-05-28: Updated: 2011-05-28 11:34:22 Illinois Options for Continuing Care Retirement Communities

2011-04-30: Updated: 2011-04-30 09:55:18 Illinois Asset Protection Planning

2011-04-16: Updated: 2011-04-16 19:22:17 Illinois Law, Social Security & Medicare

2011-03-26: Updated: 2011-03-26 12:26:32 Illinois Estate Planning and Roth IRAs

2011-01-22: Updated: 2011-01-22 10:43:43 Illinois Estate Planning & Federal Estate Tax Exemptions

2010-12-29: Updated: 2015-11-04 17:27:21 Illinois Estate Planning and 2011 Medicare Premium, Deductible and Co-Pay Charges

2010-12-18: Updated: 2010-12-18 10:44:23 Illinois Medicare Nursing Coverage

2010-12-11: Updated: 2010-12-11 09:27:52 Reviewing Your Medicare Plan

2010-10-09: Updated: 2010-10-09 11:48:56 Continuing Care Retirement Communities and Estate Planning

2010-09-17: Updated: 2010-09-17 11:30:42 Illinois Charitable Remainder Trusts

2010-08-13: Updated: 2010-08-13 09:18:47 Estate Planning and Continuing-Care Communities

2010-07-07: Updated: 2010-07-07 15:54:55 Common Terminology Concerning Older Adult Resources

2010-06-22: Updated: 2010-06-22 15:30:59 Common Terminology Concerning Older Adult Resources

2010-06-14: Updated: 2010-06-14 15:29:20 Common Terminology Concerning Older Adult Resources

2010-06-01: Updated: 2010-06-01 14:45:56 Common Terminology Concerning Older Adult Resources

2010-05-19: Updated: 2010-05-19 15:38:14 Illinois Virtual Representation Statute

2010-05-06: Updated: 2010-05-06 14:20:15 Illinois Banking Convenience Account for Depositors Act

2010-04-16: Updated: 2010-04-16 16:37:45 Estate Planning in Illinois and Avoiding Probate

2010-02-15: Updated: 2010-02-15 14:53:49 Portability of Unused Estate Tax Exemption

2010-01-26: Updated: 2010-01-26 16:32:01 Roth IRA Conversions in 2010

2010-01-18: Updated: 2010-01-18 16:44:04 Illinois Powers of Attorney for Health Care

2009-12-08: Updated: 2009-12-08 17:12:17 Roth IRA Conversions for Estate Plans

2009-11-16: Updated: 2009-11-16 08:23:29 Tax Credits for Illinois Home Buyers

2009-09-11: Updated: 2009-09-11 16:01:27 Illinois Estate Planning and Reverse Mortgages

2009-08-08: Updated: 2009-08-08 10:54:51 Illinois Asset Protection Using Partnership Structure

2009-08-01: Updated: 2009-08-01 10:09:40 Proposed Changes to Grantor Retained Annuity Trusts (GRATs)

2009-07-25: Updated: 2009-07-25 09:05:05 Illinois Grantor Retained Annuity Trusts (GRAT)

2009-07-18: Updated: 2009-07-18 09:32:33 Illinois Charitable Giving in Estate Planning

2009-06-24: Updated: 2009-06-24 16:14:30 Illinois Estate Planning Bypass Trusts

2009-05-18: Updated: 2009-05-18 08:32:39 Illinois Estate Asset Protection Planning

2009-02-13: Updated: 2009-02-13 15:07:14 New IRA Law Affects Mandatory Withdrawals

2009-01-16: Updated: 2009-01-16 10:54:19 Federal Estate Tax Law to Change

2009-01-08: Updated: 2009-01-08 09:15:24 Illinois Estate Planning with Grantor Retained Annuity Trusts

2008-12-15: Updated: 2008-12-15 14:02:13 Merry Christmas

2008-11-21: Updated: 2008-11-21 15:38:35 Serve Up a Good time

2008-10-22: Updated: 2008-10-22 09:07:38 The Perfect Dinner Party

2008-10-20: Updated: 2008-10-20 14:17:56 Illinois Special Needs Trusts

2008-10-16: Updated: 2015-11-04 16:58:18 Sellers Financing Buyers for Real Estate Purchases

2008-10-15: Updated: 2008-10-15 11:18:08 Weird Last Requests in Wills

2008-10-14: Updated: 2015-11-04 16:45:18 Illinois Probating Insolvent Estates

2008-09-24: Updated: 2008-09-24 08:40:38 Wills, Trusts and Descendants