Showing posts with label Naperville Estate Planning. Show all posts
Showing posts with label Naperville Estate Planning. Show all posts
Tuesday, September 18, 2012

Naperville Estate Planning: A Will Isn't Enough

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Unless you take extra steps, much of your net worth may not end up where you want it. Drawing up a will may not be the most pleasant...
Thursday, June 21, 2012

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Designating Retirement Plan Beneficiaries IRAs and defined-contribution plans have become an important component of personal wealth...
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Thursday, May 17, 2012

Doing Your Heirs a Favor

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The passing of a loved one is never easy for friends and family, but it can be even more difficult if the survivors do not have the informa...
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Friday, April 27, 2012

Where There’s a Will, There’s a Way

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When U.S. congressman and former entertainer Sonny Bono died in a skiing accident in 1998, he died  intestate  — without a valid will. ...
Monday, March 12, 2012

Insurance for Two Could Benefit Your Heirs

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Tax (Photo credit: 401K ) Since the federal estate tax was established in 1916, the amount exempted from the tax has been raised substantial...
Monday, January 23, 2012

Giving Strategies That Can Give Back

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A recent survey in 136 countries suggests that spending money to help others may be a universal source of personal happiness.1 Americans see...
Monday, August 22, 2011

Tips for Surviving the Estate Tax

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Although the federal estate tax is back after a one-year reprieve, the effect on Americans could be somewhat modest compared to what may be...
Monday, June 13, 2011

Help an Inheritance Help You

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Americans may be changing their attitudes following the Great Recession . When asked what they would do with a large inheritance, 48% of A...
Tuesday, April 5, 2011

The Federal Estate Tax Is Back and May Be Here to Stay

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Despite the fact that 65% of taxpayers believe the federal estate tax is unfair, it’s back after a one-year repeal, and it could be here to...
Monday, March 14, 2011

Getting to Know Your Beneficiaries

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Thanks to a popular 2007 motion picture, many Americans now have a “bucket list” — an inventory of accomplishments they hope to achieve in t...
Thursday, October 28, 2010

The Importance Of Naperville Estate Planning

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Doing your own Naperville estate planning can be an overwhelming task. Many individuals don’t even know where to begin. This is why most pe...
Friday, October 1, 2010

Naperville Retirement Planning

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If you are a resident of Naperville, Illinois who is working and is of a certain age (21), you should be committed to some type of Napervill...
Wednesday, May 12, 2010

Estate Planning Does Not Have to be a Grim Task

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     In Naperville, estate planning is crucial. .  What exactly is estate planning?  It is a plan of setting out a series of tasks beforehan...