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IL Estate Planning Blog

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 


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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 

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Monday, April 1, 2019

OUR OAK BROOK OFFICE HAS MOVED!

Our Oak Brook Office has MOVED!      

Effective 4/1/19 

Our new address & phone number is:

2021 Midwest Road

Suite 200

Oak Brook, IL 60523

 

(630) 396-6800


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Tuesday, March 19, 2019

IRS Top Tax Scams


Compliments of the American Heart Association

IRS Top Tax Scams

Each year the IRS publishes the "Dirty Dozen" tax scams. The IRS notes, "Taxpayers should be on the lookout for tax scams using the IRS name. These schemes jump every year at tax time. Scams can be sophisticated and take many different forms. We urge people to protect themselves and use caution when viewing emails, receiving telephone calls or getting advice on tax issues.

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Tuesday, March 5, 2019

Advice for women intimidated by money and finances, from a 'Wealthy Single Mommy'


Advice for women intimidated by money and finances, from a 'Wealthy Single Mommy'

 

By Jackie Pilossoph

 

Terrified is the word Emma Johnson used to describe how she felt eight years ago as a newly divorced mom of two young children.

 

“I sat there on my bed one day. I had one baby nursing and another sitting next to me, and I thought, ‘Oh my God, I don’t know how I’m going to pay my mortgage,’ ” said Johnson. “My kids and I are going to be living in our red Subaru.”

 

It was that fear that sparked Johnson’s mission to help other single moms when it comes to money and finances.


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Tuesday, February 26, 2019

OUR OAK BROOK OFFICE IS MOVING!

Our Oak Brook Office is MOVING!      

Effective 4/1/19 

Our new address & phone number is:

2021 Midwest Road

Suite 200

Oak Brook, IL 60523

 

(630) 396-6800


Read more . . .


Tuesday, February 19, 2019

Should your late-in-life marriage have a prenup?



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Tuesday, February 5, 2019

Stan Lee’s tangled web of estate planning and how to avoid it in your own life