The Stuart Legacy Alliance, LLC
  • The Ultimate Legacy℠
    • The Process
    • The Book
  • Services
    • Estate Planning
    • Seminars
  • About
    • Our Practice
    • Our Mission
  • News & Info
    • Blog
    • Media & PR
  • Contact

3 Financial Gifts Your Family Will Love and the IRS Won’t Tax

December 14, 2021 Family , Wealth Preservation Michael Stuart 0

Don’t let financial speculation prevent you from making tax-free gifts to or for the benefit of your loved ones. The three main types of tax-free gifts are annual exclusion gifts, medical exclusions, and education exclusions. 1. Make Annual Exclusion...

Read More
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.

Read More
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.

Read More

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...

Read More

How to Preserve Your Wealth

January 26, 2012 Estate Planning , Wealth Preservation The Stuart Legacy Alliance, LLC 0

If you were not born into an affluent family or you did not marry an individual of “means”, chances are that you worked for a number of years to build income and eventually, wealth. After you have attained wealth,...

Read More

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...

Read More

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...

Read More

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...

Read More

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:...

Read More

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...

Read More
  • 1
  • 2

Search

Categories

  • Asset Protection (21)
  • Books & Publications (3)
  • Estate Planning (43)
  • Exit Planning (18)
  • Family (29)
  • Firm News (2)
  • Legacy (31)
  • Messages From Michael (13)
  • Power of Attorney (1)
  • Retirement Trust (1)
  • Wealth Preservation (20)

Archived Posts

Connect

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]

Newsletters & Updates

  • Please help us prevent spam.
  • This field is for validation purposes and should be left unchanged.
© 2016-2022, The Stuart Legacy Alliance, LLC | All rights reserved | Disclaimer