Estate Planning in Chicago, IL

Estate planning sign on a wooden pier with tall buildings in the background

Wills, Trusts, and Estate Attorneys

Effective estate planning involves much more than having a last will and testament. Estate planning can help manage your financial affairs during your lifetime and help you control the distribution of your wealth after death through legacy planning.

An effective estate planning strategy can spell out your healthcare wishes and ensure that they’re carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.

Without an estate plan, your assets could end up getting tied up in the probate process. As a result, your family could be burdened with the unnecessary stress and legal fees of having to hire a probate lawyer during what will already be a difficult time.

It’s important to realize that estate planning isn’t just about preserving and distributing your assets after you’ve died. Estate planning is a crucial part of preserving and managing those assets during your retirement years as well.

What Are the Basic Elements of a Well-Thought-Out Estate Plan?

When it comes to estate planning, the basic package consists of having a living trust and will, plus some form of Durable Power of Attorney in place for making financial and/or healthcare decisions. It won’t cost you a lot to get these items in place, and the peace of mind these estate planning tools can provide is priceless.

Through our long-standing relationships with legal financial professionals in the area, we can recommend a qualified trust and estate lawyer/attorney to provide legal advice and write the required documents. Plus, they’ll often give you a discount because of our relationship with them.

Give our office a call to schedule a complimentary, no-obligation consultation so we can help to ensure you have a well-thought-out estate plan in place.

Schedule A Complimentary Consultation

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STRIDE Financial is a full-service financial firm dedicated to helping those in the Chicago, Illinois area meet their long-term financial goals. Our team of financial advisors and wealth managers are experienced in helping clients preserve their savings, so they can use it as a source of steady income in retirement.

Copyright © 2022 STRIDE Financial. All Rights Reserved.

STRIDE Financial is a full service financial services brokerage specializing in comprehensive, holistic financial planning, and offers a complete line of financial services and products for families and businesses - including retirement planning, college planning, estate planning, business planning, life insurance; annuities; health insurance; property and casualty insurance; long term care insurance; disability insurance; and investment advisory services. This presentation is for informational purposes only and is not intended to be a solicitation, offering, or recommendation of any security. Although this presentation may include investment-related information or opinions from its presenters, you should not consider anything you find in this presentation to be a recommendation that you buy, sell, hold or otherwise invest in an individual security, or any other investment or asset. This presentation does not intend to provide investment, tax, or legal advice. Investment Advisory services are offered by STRIDE Investments, LLC. Additionally, STRIDE Investments does not represent that any securities, products or services discussed in this presentation are suitable or appropriate for all investors. 

A franchise of The Retirement Income Store.

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Copyright © 2022 STRIDE Financial. All Rights Reserved.

Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. STRIDE Financial and Sound Income Strategies, LLC are not associated entities. STRIDE Financial is a franchisee of The Retirement Income Store®, LLC. The Retirement Income Store®, LLC and Sound Income Strategies, LLC are associated entities.

A franchise of The Retirement Income Store.