Recent blog posts

Simply, no, they are interrelated but each has a different focus. A financial plan is intended to analyze your savings, income, goals (savings, education costs for either yourself or children, retirement planning, etc.), and attempt to balance these goals with how best to invest to achieve them. An Estate Plan seeks to incorporate these financial […]

Estate Planning is simply having a written plan that indicates where your assets – savings, retirement accounts, real estate, and any other assets of value – will go upon ones passing. In Illinois this written plan needs to be typed, it cannot be hand written. I have had new clients in an initial appointment show […]