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Trusts

Keep your estate private and simple.

A trust keeps your estate private, efficient, and under your control. It allows your assets to transfer smoothly without probate — saving your family time, money, and stress.

A trust is one of the most powerful estate planning tools for families in Illinois. By placing your assets into a trust during your lifetime, you can ensure they pass smoothly to your chosen beneficiaries — without court delays, extra costs, or public probate proceedings.

Special Needs Trusts: Protecting Benefits, Enhancing Quality of Life

Protect benefits while enhancing quality of life for a loved one with disabilities.

A Special Needs Trust allows families to set aside assets for care and enrichment without jeopardizing Medicaid or SSI eligibility.

We’ll help you create a plan that safeguards benefits, provides financial flexibility, and ensures lifelong protection.

Take the Next Step

Schedule your complimentary discovery call today to make sure your loved one’s future is both safe and fulfilling.

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