When adult kids begin to care for their retirement aged parents, a lot of hard estate planning conversations start to happen. That’s why we made this Estate Planning Webinar.
In the recording of this webinar, Michelle Smalenberger, CFP (Financial Advisor at Financial Design Studio) and Heather Walser (Estate Planning Attorney and Shareholder at Lavelle Law) will walk you through how the professionals handle the legal and financial concerns; but more importantly, how to do it in the middle of your family dynamics.
Estate planning can be complex and messy; mistakes can be costly. If you still have questions about your estate plan and how these tips might apply to you, reach out!
Our team would love the opportunity to talk with you to see how we can bring confidence to your finances. Read here how we come alongside our clients and their estate planning attorneys to ensure a successful financial legacy.
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Schedule a quick call with our financial advisors.
In this episode, Ashley Rapp, a professional home organizer, shares how she helps her clients organize their possessions before transitions.
Estate plans are a critical piece of your financial life. Like it or not, we're all going to pass away some day. How will your assets be handled? Who's going to care for our children? Creating an estate plan ensures that you have a say in these important questions. Estate plans can also prevent unnecessary...
We are financial advisors in Deer Park and Barrington, IL. A team with a passion for helping others design a path to financial success — whatever success means for you. Each of our unique insights fit together to create broad expertise, complete roadmaps, and creative solutions. We have seen the power of having a financial plan, and adjusting that plan to life. The result? Freedom from worrying about the future so you can enjoy today.