Blogs & Events

We are lifelong learners. Guided by curiosity and a passion for knowledge, we take pride in leading through insight and progress. In the spirit of collaboration, we offer valuable resources, updates and our best insights, while navigating an ever-changing landscape.

How to Discuss Estate Planning During the Holidays

As the holiday season nears, we continue to live with our “new normal.” This year’s holiday celebrations will involve virtual conversations and social distancing.  Even still, […]

Advance Directives: The Best Time to Get Started Is Now!

“I’m sorry, but you need capacity to execute advance directives.” As I heard a sigh on the other end, I relived a painful scenario all too […]

5 Estate Planning Tips as 2020 Comes to a Close

As 2020 comes to a close, we may be impatient to move beyond this year. It has been an especially difficult and uncertain year, and we […]

Proposed Estate Tax Changes

by Mitha Rao, JD, managing attorney, Rao Legal, LLC and Ryan Johnson, CPWA, Private Wealth Advisor, BMO Wealth Management** The Biden Administration’s economic agenda has a heavy focus […]

Guest Post: Year-End Charitable Giving Strategies to Maximize Your Impact and Benefits

by Michael R. Sitrick, JD, CFREExecutive Vice President for Advancement | DuPage Foundation With fall upon us, it’s time to begin firming up your year-end charitable giving plans to […]

Protecting Your Digital Assets for Your Heirs

As more of our lives are spent online, it is crucial that you ensure the seamless transition of your digital assets. Through comprehensive estate planning, you […]

Event List

Blogs & Events

Blogs & Events