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IL Estate Planning Blog

Tuesday, October 15, 2019

Medicare Shopping Season is Almost Here


Medicare Shopping Season Is Almost Here


Every fall, the 60 million Americans who use the health plan can compare options and save money. Here’s what to consider.

By Mark Miller

• Oct. 4, 2019 Wall Street Journal


If you’re enrolled in Medicare but worry about the cost of health care, your chance to do something about it is right around the corner.

Most people enroll in Medicare when they become eligible at age 65.
Read more . . .


Tuesday, October 1, 2019

Scams


Protect Yourself From Identity Theft

In IR-2019-145 the Service warned taxpayers about a new email scam. Fraudsters send emails with the phrases, "Automatic Income Tax Reminder" or "Electronic Tax Return Reminder." The emails are fraudulent, attempting to persuade the taxpayers to click on links that will then download malware and permit identity theft. Taxpayers should protect themselves by understanding the latest fraud methods.

  • Fake IRS Websites – The fraudster creates a link to a website that looks similar to IRS.
    Read more . . .


Tuesday, August 20, 2019

TIme for a new Illinois License


Time for new Illinois license:

 


Read more . . .


Tuesday, August 6, 2019

Beneficiary Designations: 5 Critical Mistakes to Avoid


Beneficiary Designations: 5 Critical Mistakes to Avoid

You may be surprised at how easy it is to make an expensive mistake with your beneficiary designations.

By TRACY CRAIG, FELLOW, ACTEC, AEP ®, Partner and Chair of Trusts and Estates Group 
April 5, 2019

Many people might not realize that their will does not control who inherits all of their assets when they die.


Read more . . .


Tuesday, July 23, 2019

Estate Planning for the Uninitiated


Estate Planning for the Uninitiated
When one spouse defers on family finances, it’s easy to get caught off-guard by a death or illness. Here’s how to get up to speed.
By Anne Tergesen
March 29, 2019 Wall Street Journal
Gary Altman, an estate-planning attorney in Rockville, Md., recently had a client turn to her brother-in-law to cover bills after her husband died.
The client had plenty of money, but she couldn’t readily access it because some of the accounts were in her husband’s name alone and financial institutions often freeze single-owner accounts when a person dies.

Read more . . .


Tuesday, July 9, 2019

Identity Theft


Identity theft is becoming more common and continues to be an emotional and financial burden on its targets.  I highly suggest that a visit to the site below will be worth the time to obtain a checklist of steps if your identity is breached: 
Read more . . .


Tuesday, June 25, 2019

Help Your Senior Parent Make Healthy Changes


 

Help Your Senior Parent Make Healthy Changes

By:  Marie Villeza 

Let’s face it: change is hard.  It’s not easy for anyone to make big changes to their lifestyle, let alone your senior parent who may have spent decades practicing unhealthy habits.  The conversation may be difficult, but with the right approach, you can help your parent change their habits and adapt a healthier lifestyle.


Read more . . .


Tuesday, June 11, 2019

Seniors Renewing their Driver's License


For seniors who are applying to renew their Illinois driver’s license, the following would be helpful:
Below are links to 2 of publications: 
 Rules of the Road Review Course Workbook
A Guide to Services - serving Senior Citizens, Persons with Disabilities and Veterans.

 

Read more . . .


Tuesday, May 28, 2019

New Card Helps Disabled Communicate with Police in Stressful Situations


Like most parents teaching their children to drive, Aurora resident Lori Price had some advice for her son, Colin.

“As a parent, you correct your kids and tell them, ‘You didn’t make a complete stop, or you’re going over the speed limit,’” Price said.

As Price was correcting Colin during one of their driving lessons, he began to argue with her. Not as a form of teenage rebellion, Price said, but because in his mind he believed he was right.

“It came to me that if he were stopped by a police officer .


Read more . . .


Tuesday, May 14, 2019

Preparing For A Good End of Life


Preparing For A Good End of Life By 

Katy Butler

Feb. 8, 2019

WALL STREET JOURNAL

I recently turned 70 in Marin County, Calif., home to some of the healthiest, wealthiest and longest-lived people in the country. I swim daily, take no medications and can still hoist my roll-aboard bag into an overhead bin. But there is no denying that somewhere beyond the horizon, my death has saddled his horse and is heading my way.


Read more . . .


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With two offices in Oak Lawn and Oak Brook, Stephen M. Sutera assists clients throughout Cook County, DuPage County and Will County IL including Chicago, Hometown, Barrington, Burbank, Burr Ridge, Chicago Ridge, Darien, Downers Grove, Evergreen Park, Geneva, Worth, Bridgeview, Palos Park, Palos Hills, Palos Heights, Hickory Hills, Midlothian, Willow Springs, Oak Forest, Orland Park, La Grange, Brookfield, Berwyn, Tinley Park, Hinsdale, Villa Park, Clarendon Hills, Westchester, Westmont, Lombard, Elmhurst, Western Springs, Berkeley, Downers Grove, Fox Valley, Glen Ellyn, Willowbrook, Aurora, Addison, Lisle, Forest Park, Bensenville, Wheaton, River Forest, Itasca, Shorewood, Frankfort, Mokena, Naperville, Crest Hill, Homer Glen, New Lenox, Bollingbrook, Schaumburg, Channahon and Woodridge.



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| Phone: 708-857-7255
2021 Midwest Road, Oak Brook, IL 60523
| Phone: 630-396-6800 | 708-857-7255

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