Blog

The ACTEC Family Estate Planning Guide offers families insight into the fundamentals of wills and trusts to encourage planning. This...

See my article in the February 2020 edition of Trusts and Estates magazine. Basis optimization for credit shelter and irrevocable trusts...

On March 26, 2020, like a knight in shining armor, Governor JB Pritzker rode to the rescue of the Illinois estate planning community by...

Updated: Mar 28 See my article in the May 2019 edition of Trusts and Estates magazine.  Many credit shelter trusts (CSTs) and irrevocable...

I am very proud to announce that I have been elected a fellow of the American College of Trust and Estate Counsel (ACTEC), a prestigious...

Finally! In the July 2019 issue of the Illinois Bar Journal, I published an authoritative guide on the Illinois Estate Tax. The article...

I'm really proud of this article, as it was published in the April 2018 edition of Trusts and Estates magazine...

On December 22, 2017, President Donald J. Trump signed into law the “Tax Cuts and Jobs Act” (the “Act”). The Act is the most...

Here's a video discussing common estate planning mistakes that many of my clients seem to continually make in their estate plans. For...

President Trump, living up to his campaign pledge rolled out his tax reform proposals today. As reported by The Hill the major...

With “Dynasty Trust”, estate tax savings can be enormous. If we presume that estate taxes are applied to each generation, you could save...

Family members should not always receive their inheritances outright at your death. Trust distributions can be delayed for age or...

A common and costly estate planning mistake is the improper drafting of beneficiary designations for IRA and other retirement assets....