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Estate Planning During the COVID-19 Pandemic - Header Image

What You Need to Know About Estate Planning During the COVID-19 Pandemic

April 13, 2020 Asset Protection , Estate Planning , Family Michael Stuart 0

In this quick 12-minute presentation, Michael discusses key Estate Planning topics and how they are specifically pertinent during the COVID-19 pandemic.

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Build An Estate Plan that Includes Asset Protection - Title Graphic

How You Can Build an Estate Plan that Includes Asset Protection

March 16, 2020 Asset Protection , Estate Planning Michael Stuart 0

Much of estate planning has to do with the way a person’s assets will be distributed upon their death. But that’s only the tip of the iceberg. From smart incapacity planning to diligent probate avoidance, there is a lot that goes into crafting a comprehensive estate plan. One important factor to consider is asset protection.

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Wills, Trusts & Dying Intestate: How They Differ

December 4, 2019 Asset Protection , Estate Planning , Family , Legacy Michael Stuart 0

Confused about estate plans and the difference between wills and trusts? Or why you need them at all? Here we've shared some examples of what happens in cases of dying intestate (without a will or trust), with a will, and with a trust. Contact us to learn more and let us help you determine what's right for you!

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Prince’s Estate Could Have Benefitted from Proper Planning

May 11, 2016 Asset Protection , Estate Planning , Legacy Jenn Hess 0

Don’t make the same mistake so many celebrities, like Prince, have made Whether your estate is worth $40,000 or $400 million, the effects of poor estate planning are undeniable. Between estate taxes at the state and federal levels, more...

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Speaking Well of the Dearly Departed: You

http://www.fivecentnickel.com/2014/05/21/speaking-well-of-the-dearly-departed-you/

Read Jeffrey Steele’s entertaining take on the importance of beneficiary designations. Michael Stuart weighs in on real-life situations and how to avoid unintentionally disinheriting your loved ones.

It All Goes To? Take Another Look at Beneficiary Designations

May 9, 2014 Asset Protection , Estate Planning Jenn Hess 0

By Jeffrey Steele   Originally appearing in the Chicago Tribune Primetime section May 9, 2014. Reposted with express permission of the author.

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With the New Tax Law, Do I Still Have to Plan?

January 26, 2013 Asset Protection , Estate Planning , Exit Planning , Family , Legacy The Stuart Legacy Alliance, LLC 0

By now you’ve heard that Congress has acted — even if at the eleventh hour — and they made the estate tax ‘changes’ permanent. We can bet that permanence has some impact, but if later Congresses want or need to change...

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Finding My Legacy

August 1, 2012 Asset Protection , Estate Planning , Exit Planning , Family , Legacy , Wealth Preservation The Stuart Legacy Alliance, LLC 0

When I went to law school, I knew that I wanted to become a tax lawyer. So I took all the tax courses I could, and after law school, I went to work in the tax department of the...

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Share Your Digital Assets

March 16, 2012 Asset Protection , Estate Planning , Legacy The Stuart Legacy Alliance, LLC 0

Thirty years ago, when a loved one passed away, you could typically find one box that contained all their financial, legal and personal information. This made estate management easier to handle, but things are much different today. Now, we...

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Encore! WGN Bill Moller’s Second Interview with Michael Stuart

September 20, 2011 Asset Protection , Estate Planning , Exit Planning , Family , Legacy , Wealth Preservation The Stuart Legacy Alliance, LLC 0

Last time we spoke about Estate Planning, Wills and Powers of Attorney, the WGN phones lit up and Bill Moller couldn’t get to but a fraction of the calls. Listen in to questions from Part Two with Bill Moller...

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Blog Articles

  • What You Need to Know About Estate Planning During the COVID-19 Pandemic
  • How You Can Build an Estate Plan that Includes Asset Protection
  • Wills, Trusts & Dying Intestate: How They Differ
  • Prince’s Estate Could Have Benefitted from Proper Planning
  • Three Critical Ways to Protect the Future of Your Business

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  • Capturing The Ultimate Legacy — The Stuart Family [VIDEO]
  • WGN's Bill Moller Talks On-air With Michael Stuart [AUDIO]
  • CTC Discusses Educating the Beneficiary [VIDEO]

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