Estate & Succession Planning

Estate & Succession Planning

Estate & Succession Planning

We can’t predict the flood, but we can help you build the ark.  Whether it’s a simple power of attorney, a will or a revocable “living” trust, we’ve been helping area families for over 25 years with estate planning.

When it comes time to sell your business or transition to other family members, we are here to help you organize and execute a plan. We’ve drafted many “buy-sell” agreements as a tool for protecting your ownership interests and providing a roadmap for succession.

We teach estate planning classes for the St. Charles Community College and the St. Charles School District Adult Education program. We’d love to have you join one of our classes.

Here are the links:

Next:  Real Estate and Leases