Protect your future together with strategic estate planning for couples. Discover tips for couples from trusted estate ...

Does your estate plan cover crypto, AI, and cloud data? Discover why estate planning for digital assets is essential for ...

Discover why licensed professionals and business owners need integrated estate & business planning to safeguard their ...

Own a lake house in WI or IL? Avoid probate and family disputes with strategic estate planning for vacation homes. Secure your legacy today.

Schedule your Family Wealth Planning Meeting today. Our educational process helps families in Illinois and Wisconsin protect their legacy.

Assets and Liabilities List: A detailed inventory of financial accounts, real estate holdings, personal property, and debts, including their estimated values. Life Insurance Policies: Include policy ...

Corporate executives in Wisconsin often receive a large portion of their compensation through restricted stock units (RSUs), stock grants, or employer equity awards. As your shares vest, they can ...

Most physicians don’t have a written plan for who takes over the practice—or how ownership transitions legally and financially. A buy-sell agreement can ensure your family receives the value of the ...

A business is often a family’s largest asset — but many owners don’t realize that structure determines how easily ownership transfers when something happens. Ownership is tied to shares, which can ...