It All Goes To? Take Another Look at Beneficiary Designations
By Jeffrey Steele Financial advisor Gregory DeJong recalls once making small talk over the kitchen table with a woman while her husband went [...]
CTC Discusses Challenges to Trust Administration
[Part 5] The Chicago Trustee Collaboratory serves as a resource for practical wisdom to help families benefit the most from their trusts. Watch [...]
CTC Discusses Educating the Beneficiary
[Part 4] The Chicago Trustee Collaboratory serves as a resource for practical wisdom to help families benefit the most from their trusts. Watch [...]
CTC Discusses the Trustee as the Family Filter
[Part 3] The Chicago Trustee Collaboratory serves as a resource for practical wisdom to help families benefit the most from their trusts. Watch Chicago's [...]
CTC Discusses Treating the Family as a Cohesive Unit
[Part 2] The Chicago Trustee Collaboratory serves as a resource for practical wisdom to help families benefit the most from their trusts. Watch [...]
CTC Discusses How the Trust Can Promote Maturity
[Part 1] The Chicago Trustee Collaboratory serves as a resource for practical wisdom to help families benefit the most from their trusts. Watch Chicago's [...]
WGN’s Bill Moller Talks On-air with Michael Stuart
Listen as WGN's Bill Moller and Michael Stuart discuss questions from callers about pertinent legal topics related to estate planning, power of attorney [...]
With the New Tax Law, Do I Still Have to Plan?
By now you’ve heard that Congress has acted to change the tax law. Tax rates were lowered and Federal estate tax exemptions were [...]
Finding My Legacy
When I went to law school, I knew that I wanted to become a tax lawyer. So I took all the tax courses [...]
Share Your Digital Assets
Thirty years ago, when a loved one passed away, you could typically find one box that contained all their financial, legal and personal [...]