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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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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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New Illinois Power of Attorney Law

September 7, 2011 Asset Protection , Estate Planning , Exit Planning , Family , Legacy , Wealth Preservation The Stuart Legacy Alliance, LLC 0

Effective July 1, 2011, Illinois enacted a new power of attorney law that better outlines the rights and responsibilities of those acting as your agent and the responsibilities you transfer to someone to act on your behalf. Powers of...

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Estate Planning: “We’ll get around to it someday…”

July 6, 2011 Asset Protection , Estate Planning , Exit Planning , Family , Legacy , Wealth Preservation The Stuart Legacy Alliance, LLC 0

I was honored to meet Bill Moller as I talked with him about Estate Planning over the 4th of July weekend.  (Click here to listen to our interview!) Speaking on the radio can be intimidating, especially when the studio...

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Estate Planning Goals – What Really Matters

June 21, 2011 Asset Protection , Estate Planning , Exit Planning , Family , Legacy , Wealth Preservation The Stuart Legacy Alliance, LLC 0

Many people are being lulled into complacency thinking they don’t have to update or do estate planning because exemptions are so high that there is ‘no’ tax issue. This may not be quite true for two major reasons. One:...

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Helping Aging Parents

March 23, 2011 Asset Protection , Estate Planning , Exit Planning , Family , Legacy , Wealth Preservation The Stuart Legacy Alliance, LLC 0

Sometimes, our parents stand in the way of helping themselves.  We ask about their estate plans, health care concerns, continuing care issues and the response is almost universally the same.  They say they are not losing control, they don’t...

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Take Advantage of Opportunities Now!

February 28, 2011 Asset Protection , Estate Planning , Exit Planning , Family , Legacy , Wealth Preservation The Stuart Legacy Alliance, LLC 0

Last year was certainly a challenging one from the standpoint of planning for taxes.  Because of this many feel that they should wait to take action and that could have a very negative impact on their planning.  Since Congress...

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Why Maintenance Programs Make Sense

January 31, 2011 Asset Protection , Estate Planning , Exit Planning , Family , Legacy , Wealth Preservation The Stuart Legacy Alliance, LLC 0

Congress finally has acted to extend certain tax breaks to all Americans allowing them a breather in an already tough economy.  While we can all be thankful for not getting an unexpected tax increase, we should all remember that...

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What matters to clients

February 26, 2010 Asset Protection , Estate Planning , Exit Planning , Wealth Preservation The Stuart Legacy Alliance, LLC 0

Over the past several years as we have been maturing in the estate and exit planning practice, we are noticing a definite trend in our clients. When clients first come to us, it is an exercise in the documents...

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The Roths are coming, The Roths are coming

January 18, 2010 Asset Protection , Estate Planning , Exit Planning , Wealth Preservation The Stuart Legacy Alliance, LLC 0

The big news this year is Roth Conversions. For 2010, there are no income limitations for a person to convert their regular IRA to a Roth. The question is, ‘Should you do it?’ That demands a typical lawyer’s answer…..It...

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Categories

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Contact

Address:
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
  • Keep Your Nosy Neighbors Out of Probate Records
  • Top 5 Reasons You Need An Estate Plan
  • Establishing Your Team of Advisors
  • Estate Planning Later in Life

Media & PR

  • 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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