Estate Planning Archives | Financial Design Studio

[Video]Saving Strategies for High Income Earners| One of the biggest questions we get from high earning business owners and corporate executives is; how can I be saving more money? Here are a few options to think about!

should you refinance fee only financial advisor deer park barrington chicago

Should you refinance your mortgage? This is a question we’ve been getting more and more frequently as interest rates have come down. But like any good financial planning answer – it really depends!

fee only financial advisor deer park barrington chicago [Video] What To Do With Your Estate Planning Documents

[Video] What To Do With Your Estate Planning Documents Great job! You’ve gotten your estate planning documents done and you are ready to get to the next step. But what is the next step? That’s a question we get asked quite frequently. We figured it would be worthwhile to go through three steps that…

fee only financial advisor deer park barrington chicago estate planning during covid

ESTATE PLANNING DURING COVID-19 Financial Design Studio Presentation – HEATHER WALSER, PARTNER AT LAVELLE LAW NO ESTATE PLAN IN PLACE If you become incapacitated or die with no estate plan documents in place, COURT intervention is required. Guardianship court appoints someone to make your medical and financial decisions. Probate court distributes your assets to your…

[Video] States With No Income Tax STEPHEN SMALENBERGER, EA ® One question that Michelle and I get a lot, especially as clients are getting closer to retirement, is, “Where should I look to relocate? I don’t want to live in a cold area. I don’t want to deal with snow. I want to move somewhere…

Estate Planning

[Video] Saving Strategies for High Income Earners

[Video] Should You Refinance Your Home?

[Video] What To Do With Your Estate Planning Documents

Estate Planning During COVID-19

[Video] States With No Income Tax