Naperville Estate Planning
Attorneys for Wills and Trusts in the Naperville Area
The process of estate planning is intended to allow you to protect yourself and your loved ones for many years to come. While discussing many of the issues that pertain to estate planning may not be easy, it is important to plan ahead for the security of your family. At Robertson Legal Group, LLC, we believe that every person, regardless of their income or accumulated wealth, should have a comprehensive estate plan to protect against unforeseen situations.
Legal Counsel for Naperville Estate Planning Matters
For more than 15 years, Attorney Sean Robertson has been helping individuals and families develop all-inclusive estate plans customized to meet their specific needs. He and his team will work closely with you in selecting the appropriate estate planning tools for your unique situation, including:
Powers of attorney;
Advance medical directives;
Business succession planning; and
There is no such thing as a one-size-fits-all estate plan, and we will take the time to work with you in tailoring a plan that reflects your family’s values while meeting your financial objectives.
Protecting Your Assets
In addition to offering peace of mind to your loved ones, proper estate planning can also be effective in preserving your wealth. At Robertson Legal Group, LLC, we have worked with many high-asset clients in creating a plan for very complex financial situations. We understand how to work within the law to find available tax advantages and other benefits to ensure that your beneficiaries or chosen charities receive as much of your estate as possible. Our attorneys can also help you develop a strategy for avoiding the time and expense of probate through the use of living trusts and other estate planning instruments.
Beyond your personal property and assets, our Naperville estate planning lawyers can also help with securing the future of your business interests. Without a proper estate plan, your business could be vulnerable to expensive taxes and uncertainty regarding ownership. Attorney Robertson and his team will assist you in developing a succession strategy that protects your company, investors, and employees.
Call for an Initial Consultation
If you would like to learn more about estate planning in Naperville and Aurora IL areas and how our firm can help your family, contact our office. Call 630-780-1034 to schedule a confidential consultation at Robertson Legal Group, LLC, today. With a convenient office location in Naperville, we are ready to provide professional estate planning services to clients throughout the Naperville area.