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Federal Estate Tax Rules Clarified
Oct 15

Federal Estate Tax Rules Clarified

In her recent Wall Street Journal article titled IRS Clarifies Estate Rules, Laura Saunders refers to new rules which make clearer the procedure involved for a…

Illinois Law and Will Copies
Jul 15

Illinois Law and Will Copies

Once the Will is located, it should be given to the Estate’s attorney. Instead of reading the Will out loud (as seen on television), the Estate’s…

Updating Your Illinois Estate Plan
Jul 11

Updating Your Illinois Estate Plan

Thinking about a time when you will need help taking care of yourself is not fun. That is why most people put off discussing long-term care…

Chicago Money Management Services for Seniors
Jun 11

Chicago Money Management Services for Seniors

In a recent Chicago Tribune article, Daily Money Management Services Keep Seniors Independent, the availability of a personal service to handle paying bills, balancing the checkbook,…

Illinois Options for Continuing Care Retirement Communities
May 28

Illinois Options for Continuing Care Retirement Communities

Andrea Donovan of Senior Living Advisors in Riverside, Illinois was recently quoted in a Chicago Tribune article about retirement communities in the Chicago area. In the…

Illinois Law, Social Security & Medicare
Apr 16

Illinois Law, Social Security & Medicare

A federal judge has ruled that retirees cannot dis-enroll from Medicare Part A without also losing their Social Security benefits and refunding all of the money…

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