What Estate Planning Attorneys Do

Sometimes there’s confusion about what we really do around here. We ARE NOT financial advisors who sell financial products or invest money.

Some of the things we do are:

  1. Use legal tools like wills, trusts, deeds and LLC’s to accomplish your goals and carry out your wishes.
  2. Coordinate your assets with your goals.
  3. Counsel and guide you in making the best decisions for your unique situation.
  4. Consult with your accountant and financial advisor to make it all fit together.
  5. Understand how financial tools such as life insurance, annuities or IRA‘s impact your legal wishes.
  6. Help maximize Medicaid or VA benefits for long-term care.

If you’d like to know more, our Wills & Trusts: How to Get Started workshop is a great first step. If you already know that we’re a good fit and you want to get started with your planning right away, just give us a call at 217-726-9200 to set up your Initial Meeting.