IL Estate Planning Blog

Tuesday, November 26, 2019

How to be a Friend to Someone Living With Dementia

By Clare Ansberry, Wall Street Journal, October 28, 2019


How to be a Friend to Someone Living With Dementia
* Educate yourself. There are many stages and kinds of dementia, including Alzheimer’s, which manifest themselves differently in different people.

* Be there. Call and invite your friend to do activities you both enjoy, whether it’s fishing, shopping or going out to lunch or to the museum.

Read more . . .

Friday, November 15, 2019

Life Care Planning







Create your roadmap to achieving your life care desires.



  1. Age in place according to your goals with care appropriate to your circumstances;

  2. Assist in coaching you and your family in making long-term care decisions;

  3. Assist in finding sources of payment for your aging in place objectives.



  1. Discovery -- ask the correct questions, listen, repeat.
    Read more . . .

Tuesday, November 12, 2019

3 Reasons to Take Social Security at Age 62

3 Reasons to Take Social Security at Age 62

by Thomas Day

courtesy of the 

Read more . . .

Tuesday, October 29, 2019

The New Old Age


‘We Need Each Other’: Seniors Are Drawn to New Housing Arrangements

Older Americans are exploring housing alternatives, including villages and home-sharing.

By Paula Span

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


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 . . .

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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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4927 W. 95th Street, Oak Lawn, IL 60453
| Phone: 708-857-7255
2021 Midwest Road, Oak Brook, IL 60523
| Phone: 630-396-6800 | 708-857-7255

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