Estate Planning Lawyer Serving Yorkville, Oswego, Plano, and Kendall County
The primary goal of the estate planning process is to protect you and your loved ones in the future. Taking the time now to make the necessary arrangements for whatever circumstances may be part of that future will provide you and your loved ones with security and peace of mind. Robertson Legal Group, LLC has over 14 years of experience guiding individuals, couples and families through the estate planning process. We routinely work with high asset clients with complex financial estates, and we are skilled in wealth preservation and asset protection strategies.
Experienced Estate Planning Counsel in Yorkville
Our firm offers full service legal assistance in all areas of estate planning including creating wills, living trusts and irrevocable trusts, and powers of attorney. Our goal is to make sure our clients are thoroughly prepared for all possible circumstances and to preserve as much of your estate as possible for your beneficiaries.
We customize our legal counsel to your specific circumstances and objectives in order to ensure your personal and financial interests are protected. If you are a business owner, property owner, have children or other dependents, or have charitable giving priorities it is important to work with a skilled and experienced estate planning attorney to make sure your wishes are properly documented. It is equally important to ensure your wishes for your finances and health care directives are made clear in the event you are incapacitated. We are skilled in assisting clients in creating living wills, powers of attorney, and helping with elder law matters.
Estate Planning for High Asset Clients in Yorkville and Oswego
High net worth estates often present challenges when navigating the estate planning process. If an estate has significant value, much of that value can be lost to taxes without proper planning. It is possible to minimize estate taxes as well as avoid probate through establishing a living trust and employing other estate planning strategies. Attorney Sean Robertson has a strong background in both tax law and business law. He is skilled and experienced in helping clients with wealth preservation in estate planning.
Many of our high asset clients are also business owners. Business owners have unique estate planning issues to address including asset protection strategies to minimize potential vulnerability to lawsuits and creditors. Business protection and succession planning is also a major part of the estate planning process for business owners. If you are concerned with protecting your business for the future even after you are no longer able to run it, it is important to work with an experienced attorney to make the necessary legal arrangements.
For more information on how we can assist you with your estate planning needs, contact our firm at 630-882-9117 in Yorkville to schedule a consultation with an experienced estate planning attorney. We work with clients throughout Kendall County such as Yorkville, Oswego, Aurora, Montgomery, Plainfield, Joliet, Shorewood, Plano, and many surrounding areas.