Family Estate Planning Attorney
FAMILY ESTATE PLANNING ATTORNEY
Our law firm at Robertson Legal Group, LLC is Your Yorkville Family Estate Planning Attorney in Kendall County. Our family estate planning attorney specializes in estate planning in Yorkville and Kendall County in the following areas of law:
• Wills and Living Trust or otherwise known as “Joint Family Trust” or “Revocable Living Trust”
• Pour Over Wills
• Powers of Attorneys for Financial Affairs
• Power of Attorneys for Healthcare Decisions
• Advanced Healthcare Directives and Living Wills
• Estate Planning Law
• Advanced Estate Planning and Asset Protection
• Asset Protection Law
• Special Needs Estate Planning
• Real Estate Asset Protection Planning
• Family Business Succession Planning
• Farm Estate planning and Exit Planning
• Medicaid Asset Protection and Nursing Home Asset Protection
• Life Insurance Trust and Irrevocable Life Insurance Trust
• Probate: Appointments of Executors and Independent Administrators
• Guardianship Appointments for Disabled Persons and Minor Children
• Estate and Trust Administration
GUARDIANSHIP PLANNING FOR MINOR CHILDREN
Yorkville, Plano, Oswego, and Aurora (IL) among other places are full of families who have minor children. A big motivating factor for many parents is choosing a guardian for their minor children. Our law firm assist parents with drafting and nominating guardians and planning for their estates for their minor children. Furthermore, we draft sub-trust for minor children, so that a trustee or loved one can be nominated to manage their inheritance in case of a parent’s death or incapacity. Sean Robertson of Robertson Legal Group, LLC provides customized estate planning for parents in the Yorkville, Plano, Newark, Bristol, and Kendall County Areas.
MEDICAID PLANNING AND NURSING HOME ASSET PROTECTION
Many elderly parents and seniors are facing threats to their assets due to long-term care issues. Families are paying for them through cash and alternative means. Our law firm concentrates in family estate planning to protect a family’s assets against the threat of nursing home care.
Qualifying for Medicaid is an important goal for many families to protect their family wealth. Sean Robertson and Robertson Legal Group, LLC understand the Medicaid System and can devise a system to protect your hard-earned family wealth.
RETIREMENT PLANNING AND ESTATE PLANNING
Retirement planning and estate planning are essential for Yorkville and Plano families that have over $150,000 in their retirement assets such as 401(k), IRA, Roth IRAs, and other retirement assets. Our estate planning law group helps Yorkville and Kendall County families tax defer their retirement assets from taxation.
Many elderly people and seniors want their adult children or grandchildren to inherit their retirement assets. A Retirement Trust or otherwise known as an “IRA Trust” or “IRA Stretch Trust” is a great method of protecting one’s inherited retirement assets from creditors and maximizing their tax deferral. Tax deferrals of retirement assets grow their principal and save people hundreds of thousands of dollars and increase their portfolio values.
FAMILY ESTATE PLANNING LAWYER IN YORKVILLE AND KENDALL COUNTYPLANNING
Our Family Estate Planning Lawyer in Yorkville and the surrounding areas focus on helping families plan and update their estate plans including wills, living trusts, and powers of attorneys. Often, we see that the elderly and seniors fail to update their estate plan documents or people fail to set up their estate planning documents.
In conclusion, Sean Robertson is the Principal of Robertson Legal Group, LLC and he has over 15 years of experience in the areas of estates and trusts, estate planning, retirement planning, and special needs trust planning. Sean Robertson may be reached at 630-882-9117. Our Yorkville area attorneys regularly work with people in Kendall County such as in the following cities:
• Aurora IL
• Little Rock