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Learn how a life insurance trust could protect your family

Learn How a Life Insurance Trust Could Protect Your Family

August 16, 2021 Asset Protection , Estate Planning , Legacy , Wealth Preservation Michael Stuart 0

Have you heard of a life insurance trust? This estate planning strategy gives you more control over your life insurance benefits.

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Yes, But Have You FUNDED Your Trust?

Yes, But Have You FUNDED Your Trust?

March 12, 2021 Asset Protection , Estate Planning , Wealth Preservation Michael Stuart 0

So, you've created your trust, established a pour over will, and named your trustees. After all that time, effort and cost, surely you're all set, right? Not quite.

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Sharing Your Digital Assets

February 8, 2021 Asset Protection , Estate Planning , Legacy Michael Stuart 0

While it’s obvious that much has changed with the advent of the internet in the mid-90s, the complexity has become even more pronounced within the estate planning industry. In the pre-internet days, when a loved one passed away, you...

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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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Of counsel to Pavone Law Group
255 E. Lake Street, Suite 301
Bloomingdale, IL 60108

Phone: 630-424-1100 ext 5
Fax: 630-424-1101

Blog Articles

  • 3 Reasons Clients Run From Estate Planning
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  • Top 5 Reasons You Need An Estate Plan
  • Establishing Your Team of Advisors
  • Estate Planning Later in Life

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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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