Client Friendly Estate Planning

Asset Protection and Wealth Management Lawyer in DuPage County

At Robertson Legal Group, LLC, we understand that wealth management and estate planning are both important elements in creating long-term financial security for our clients. Attorney Sean Robertson and the rest of his team work closely with middle-class and affluent families to create customized estate planning goals and the strategies necessary for achieving those objectives. Unlike other estate planning law firms, however, we take pride in developing client-friendly estate planning documents, including willstrustspowers of attorney, advance medical directives, and more.

A “client-friendly” estate planning document is one that is written in plain English, so it can be easily understood by the average person. Complex legalese and lawyer jargon are often confusing and may lead to unnecessary estate litigation. This is particularly troubling, because an estate plan is the basis of a person’s legacy. It is crucial for clients to understand all of the implications of their financial and estate planning decisions and how their choices will affect their family. We believe that easy-to-read, client-friendly estate planning documents help clients remain invested in the estate planning process.

An Aurora Attorney You Can Trust Now and in the Future

Choosing the right attorney can be difficult, especially if you are just beginning the estate planning process. Many Naperville area estate planning lawyers are older and nearing retirement age themselves, which may leave prospective clients wondering if they will need to find a new attorney when their current lawyer stops practicing. Sean Robertson, founding attorney of Robertson Legal Group, LLC, is in his mid-forties, and he intends to continue serving the needs of DuPage County clients for many years to come.

Despite his relative youth, Attorney Robertson has more than 14 years of experience in estate planning, asset protection, and tax law. He is a graduate of the University of Illinois at Urbana-Champaign and the DePaul University College of Law. With his background and experience, he is equipped to help individuals and families in the Naperville region with their estate planning and financial issues, including:

  • Drafting and executing wills, as well as amendments to wills, known as codicils;
  • Preserving and protecting liquid and non-liquid assets, such as real estate holdings, from creditor and liability concerns;
  • Selecting qualified executors, trustees, and other fiduciaries;
  • Small business planning, including family-owned business succession planning and exit strategies;
  • Estate and tax planning using revocable living trusts and similar instruments;
  • Developing easy-to-understand estate plans that limit conflict between heirs, beneficiaries, and fiduciaries;
  • Asset preservation planning and real estate ownership protection;
  • Planning for loved ones with special needs; and
  • Asset protection for personal and business holdings.

Wealth Management and Asset Protection in DuPage County

Sean Robertson and the team at Robertson Legal Group, LLC recognize that many individuals and families have already partnered with financial advisors and wealth management groups to make the most of their assets. Our estate planning and asset protection services complement the advice offered by professionals such as:

  • Chase Private Wealth Group;
  • Fidelity Investments;
  • Edward Jones;
  • Ameriprise Financial;
  • Morgan Stanley;
  • Sebold Capital;
  • Round Hill Wealth Management; and
  • Many others.

We work closely with our clients and their financial advisors to help our clients meet their short-term and long-term financial goals.

Contact Us for Help

Regardless of your financial situation, Robertson Legal Group, LLC is ready to provide the estate planning guidance you need. We help individuals, couples, traditional families, blended families, and stepfamilies develop estate plans customized to each unique situation. Contact our office today to learn more. Call 630-882-9117 for a free consultation at our Naperville location or at your home. Our firm serves Naperville, Aurora, DuPage County, and the surrounding areas.