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Estate Planning Considerations for Firearm Owners

As individuals age, their commitment to gun safety should deepen, reflecting a combination of physical adaptation, heightened awareness, continued education, and a sense of responsibility to oneself and others. Here are some estate planning considerations for firearm owners.

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Marissa Sutera Marissa Sutera

New Requirements for Small- and Mid-Sized Business Owners

Beginning in 2024, many Illinois businesses must report their beneficial owner(s) (individuals who own or control the business) to the Financial Crimes Enforcement Network (FinCEN), which is part of the U.S. Department of Treasury.

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Marissa Sutera Marissa Sutera

Getting Help at Home

Utilizing caregivers for the elderly is crucial for several reasons. Learn more about the benefits, what services may be offered, and further resource to help make the best decision for you or your loved one.

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Marissa Sutera Marissa Sutera

How to Create a Pet Companion Journal

Here are some suggestions for creating a pet companion journal to make sure your loved companion has everything they need with another caretaker in your absence.

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Marissa Sutera Marissa Sutera

Communication Tips for the Hearing Impaired

Communication is a critical skill, but many people struggle to explain complicated concepts in ways that are easily understandable, especially with those who are hearing impaired. These tips can help you communicate more effectively.

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Marissa Sutera Marissa Sutera

Understanding VA Disability Compensation

If an armed forces Veteran has a service-related injury or illness, they may be eligible for disability compensation. Surviving spouses, parents, and children of Veterans or service members who died due to service-related injuries or illnesses may also be eligible to receive disability compensation.

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Marissa Sutera Marissa Sutera

Book Recommendation: Snap & Go

If you’re looking for your next read, we highly recommend this book about a legacy learned by Jack Harnedy, former long snapper for Northwestern University. It’s a simple read about knowledge learned from family, friends, coaches, schools, and corporate employment and about the steps in your journey through life.

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Marissa Sutera Marissa Sutera

An Easier Way to Disburse Funds From an SNT

For those clients who are managing a special needs trust, the responsibility not to distribute cash to the beneficiary is essential to the protection of the beneficiary. We encourage you to review the True Link Visa® Prepaid Card, which helps family trustees manage beneficiary spending and track purchases.

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Marissa Sutera Marissa Sutera

Medicare Recipients Have the Right to Appeal Their Patient Status

According to a 2020 federal court decision, and an appeal in 2022, some Medicare beneficiaries now have the right to appeal previous decisions concerning their inpatient and observation status. This article will help you determine whether you can benefit from the resulting legislation.

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Marissa Sutera Marissa Sutera

IRS Adjustments for 2023

There are some changes coming in 2023 with the latest IRS adjustments. Make sure to review the below to see if your tax bill will be impacted.

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Marissa Sutera Marissa Sutera

Funding Warning Regarding Bank Accounts

Have you titled assets in your trust at your bank? And have you received correspondence from your bank requesting that the trustee appear in person to confirm certain items regarding the trust? We’ve compiled these helpful tips for you to use as a tool when appearing at the bank.

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Marissa Sutera Marissa Sutera

2022 Brings the Latest in Testing and Treatments for Alzheimer’s Disease

With all the new technology to help physicians evaluate patients’ Alzheimer’s risk and disease progression, the future of Alzheimer’s may change from a debilitating illness to a manageable one. For those of us who have friends or family members with the disease, there is hope to slow the development and better manage the symptoms.

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Marissa Sutera Marissa Sutera

A Reminder for Those with Offshore Bank Accounts

If you are maintaining an offshore bank account, let the following case be a cautionary warning to make sure you are always complying with the rules. Learn more about the case and the outcome in our latest blog post.

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Marissa Sutera Marissa Sutera

How to Recognize Undue Influence

Undue Influence is when someone pressures another in such a way that the person being influenced is not acting by their own free will; they are being coerced into taking a certain action. Undue influence can cause an individual to take actions that they normally wouldn’t, so it is important to have legal documents in place to best protect yourself from being unduly influenced in the event that your health deteriorates.

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Marissa Sutera Marissa Sutera

Big Win for Medicare Recipients: Appeals Process Now Available

Medicare is a federal program that provides medical coverage to certain individuals that is critical for their needed care. Learn more about the new court ruling that will pave the way for Medicare patients to have more control over their care and benefits.

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Marissa Sutera Marissa Sutera

Reach Your New Year’s Resolution of Being More Active

How are those New Year’s resolutions holding up so far? The primary reason resolutions are broken is a lack of motivation. If you have motivation, a good plan, good support, and set realistic goals, you could be the one to break through and meet your new goal. Make 2022 the year your reach your New Year’s resolution of becoming active and staying healthy!

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Marissa Sutera Marissa Sutera

The Purpose and Benefits of a Family Meeting

You should be proud of the fact that you have taken the necessary steps regarding your estate planning for yourself and your family. Effective estate planning takes time and evolves over various life experiences. The family meeting is for clients who desire transparency and understanding regarding their decisions in case of their incapacity or death.

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