Estate Planning for Mature Families
 

If you are married with significant wealth, grown children and perhaps grandchildren, planning takes on many dimensions. Here is a non-exclusive list.

  • Avoiding probate
  • Avoiding guardianship if you lose decisional capacity
  • Avoiding or minimizing estate taxes
  • Protecting your own estate from lawsuits
  • Protecting your children's inheritance from the possibility that the surviving spouse may re-marry (this is the number one reason why children are inadvertently disinherited)
  • Protecting your children's inheritance from their divorces, lawsuits, bankruptcy
  • Protecting your children's inheritance from their own imprudence
  • Protecting a child who is disabled and receiving government benefits
  • Protecting your children's and grandchildren's inheritance from in-laws

Avoiding probate. When you die a court will take control over the administration of your estate. This is costly both in time and money. Avoiding probate is one of the main reasons people prefer to plan with living trusts instead of wills.

Avoiding guardianship if you lose decisional capacity

Avoiding or minimizing estate taxes

Protecting your own estate from lawsuits

Protecting your children's inheritance from the possibility that the surviving spouse may re-marry (this is the number one reason why children are inadvertently disinherited)

Protecting your children's inheritance from their divorces, lawsuits, bankruptcy

Protecting your children's inheritance from their own imprudence

Protecting a child who is disabled and receiving government benefits

Protecting your children's and grandchildren's inheritance from in-laws

Call 847-674-0200 for a free consultation.

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Greg has written comprehensive estate planning documents, primarily centered around living trust planning, for over 50 of my clients. I have worked with several estate planning attorneys over the years, but no one has been as thorough and attentive to detail as Greg. My clients have been very pleased with his services, as well as the friendly and detail-oriented backup of his fine support staff, led by Amanda Hansen. In addition to his fine work, Greg is also very easy to work with as a professional, as he is open to the input of financial planners such as myself, so that my clients estate planning needs and legacy issues are met to the highest degree possible. Two thumbs up to Gregory P. Turza!

Top qualities: Great Results , Expert , High Integrity


Les Goldstein