Attorney for Trusts
retirement and estate planning is about love of family not just money
Could your family benefit from a trust? If you have good family relationships, and want to make things as easy as possible for your family, than a Trust might be a good choice.
But what is a Trust? Normally, when a loved one passes away, there is a bureaucratic process that the family will be required to go through called probate. Probate is just a fancy word for having to inform a Court of law of your loved ones passing, and then having to periodically visit the Court, over a period of at least 6 months, though sometimes longer, so they know that your loved one’s assets are being distributed in a legal and reasonable manner.
Probate is certainly doable, but it can be very time consuming, and there are often times hidden expenses associated with it. These can be financial, such as “do I take time off of work or retain an attorney to attend the Court’s status date?” Or they can be emotional, such as “do I want to focus on healing after my loved one’s loss, or figure out this strange impersonal bureaucracy?”
A Big Time Saver
A Trust is a legal document that bypasses that entire headache. A Trust gives the family the ability to administer your loved one’s assets, as your loved one wished them to be distributed, without constantly having to go to a court to talk to a judge.
What a Trust means for a Client’s family is a less stressful and difficult time when a loved one passes away. The wonderful thing about Trusts is that because they are family focused instruments, the process of drafting one requires bringing people together, communicating, and having really good conversations about important (but difficult) topics that families tend to put off for far too long. This counseling that goes with the drafting of the trust, coupled with the legal authority of the Trust itself, makes things easier for everyone in the long-run. Everyone gets to work together with people they already like and respect, to solve a family issue together. This is in addition to the economic benefits as well, since Trusts are generally cheaper in the long run, than administering one or more probates.
We’d Love To Work with You!
If you would like to make your family’s experience a little bit smoother, and a little bit less stressful, lets start a conversation today. Call our team of expert retirement planners at (847) 592-5405 for a free consultation!
What Our Clients Say
Trust and a Solid Reputation can only be earned with time, experience and performance. If you’re looking for a retirement and estate planning firm to help provide your family with guidance, than we hope you begin your search by reading some of our testimonials below, to see if our client’s experiences are what you are looking to find. We can talk about how hard we work to provide the best service possible, but it has much more meaning when it comes from the folks whom we have planned for in the past.
Check out one of their seminars, it's a great opportunity to start thinking about the stuff you haven't thought of and to start acting on what's important to you."
John is someone we have worked with for a number of years and we always know he will steer us in the right direction with our assets. He is very transparent and honest with what will be best for our future. Thank you John. Two great knowledgeable gentlemen in their field!!