This February marked the 25th anniversary of our practice. That milestone fills us with gratitude – for our incredible team, for the outstanding professional advisors with whom we have collaborated, and especially for the caring, thoughtful, and interesting individuals and families who have placed their trust in us. Although we are not currently accepting new clients, we remain dedicated to providing exceptional quality and service to our existing clients.

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For the estate planning community, 2024 feels like the calm before the storm...
As with federal and Illinois tax and trust law, recent law changes related to special needs planning have been modest but important...
A federal court ruling and subsequent appeal have created uncertainty about the constitutionality of the Corporate Transparency Act, the federal statute that came into effect in 2024 with new reporting requirements for privately-held LLCs, corporations, and partnerships. While the appeal proceeds, the clock is ticking for such entities to either comply with the statute’s reporting requirements or potentially face stiff penalties...
This February marked the 25th anniversary of our practice. That milestone fills us with gratitude – for our incredible team, for the outstanding professional advisors with whom we have collaborated, and especially for the caring, thoughtful, and interesting individuals and families who have placed their trust in us...