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 goals in to a coherent plan for caring for those you love – partner, spouse, children, other family – should you pass before some, or all, of them. Not having an Estate Plan decided upon by yourself leaves these decisions, possibly, to what Illinois Law decides, which may not be what you want. Please contact me to discuss setting up an effective, cost effective plan made for YOUR needs. If you are not sure if this is a right path for you, read the testimonials from my clients and maybe your opinion will change after reading it.


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Anthony I. Moree
Attorney at Law
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