Estate Planning

Retirement and estate planning is about love of family not just money
Retirement Planning Services with America United Wealth Planning

Tax-Free Wealth Planning

Give a love letter to your family. Tax-Free Wealth Planning provides loved ones with the most you can give them. It lets you avoid the common costly mistakes people make dealing with the IRS, probate courts, or with assisted care and nursing homes.  The Do’s and Dont’s of transferring costly assets like your home, 401k, or IRAs to your family.

Happy Retired Couple on the Beach


An attorney for wills make sure your assets go where you wish for them to go during the probate. This will prevent having the judge use a one-size fits all state statute.  A Will won’t avoid probate, but it does mean that your assets are distributed in a manner that seems fair and just to the family.

Pre Retirement Planning Advisors in Schaumburg Illinois


Could your family benefit from hiring an attorney for trusts? If you have good family relationships, and want to make things as easy as possible for your family by avoiding probate, than a Trust could be a good choice!  What a Trust means for a Client’s family is often time a less stressful or difficult time when a loved one passes away.

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.

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