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IL Estate Planning Blog

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 . . .


Tuesday, May 7, 2019

Special Needs Education


This short blog is for those clients who have student loved ones with special needs.   If you have a loved one with special needs, you need to be their advocate. The following book can help to be an advocate: 

Read more . . .


Tuesday, April 30, 2019

How to Avoid Having your Smart Home Devices Hacked


How to Avoid Having your Smart Home Devices Hacked

By ALLY MAROTTI  CHICAGO TRIBUNE 

FEB 08, 2019 

  

There are several steps homeowners can take to help protect their smart home devices from hackers. Here’s some advice from security experts:

• Always change the default password, which is the factory-issued password that allows a device to be accessed for initial setup.


Read more . . .


Tuesday, April 16, 2019

My Mobility Plan


Do you or your loved ones have a plan to stay safe, mobile, and independent as you age? Many people make financial plans for retirement, but don’t consider how to plan for potential mobility changes. The 


Read more . . .


Tuesday, April 2, 2019

Recover Your Records after a Disaster


Compliments of the American Heart Association 

Recover Your Records after a Disaster


The year 2018 brought hurricanes, fires, floods and other natural disasters to many American homes. Unfortunately, victims of these types of natural disasters often lose financial and tax records. They also need to substantiate their losses to claim insurance payouts or deduct casualty amounts on tax returns. 

In IR-2018-18, the Service explained how to recover your records and document losses. 
  1. Tax Records - Use the "Get Transcript" tool on 

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
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| Phone: 630-396-6800 | 708-857-7255
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| Phone: 616-717-5752 | 708-857-7255

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