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Robertson Legal Group, LLC

Wealth Management

Wealth Management

Lawyer Assisting With Asset Protection and Wealth Accumulation in Naperville and Aurora

Sean and Robertson Legal Group, LLC concentrate their practice in the areas of wealth management, wealth preservationasset protection, and estate planning for individuals, families, and business owners. Unlike most attorneys in DuPage County and Will County, Sean focuses on complex planning issues involving family trust planning, asset protection, and wealth accumulation issues, as well as medical asset protection and advance directive planning.

Robertson Legal Group, LLC work with following wealth management and planning companies in the Naperville area:

  • Round Hill Wealth Management
  • Sebold Capital
  • Partners Wealth Management
  • RAI Wealth
  • Savant Capital
  • Left Brain Wealth Management
  • Riverstone Wealth Partners
  • Morgan Stanley
  • JP Morgan Private Wealth
  • MLM Wealth Management
  • Calamos Investments
  • Fidelity Investments
  • Horvath Planning and Wealth Management

Robertson Legal Group, LLC understands that affluent families and individuals have worked hard to accumulate wealth, and Sean has substantial experience working with affluent couples to plan their estate and legacies in a manner that minimizes estate taxation and maximizes asset protection.

Estate Planning and Asset Protection for Affluent Couples

Focus and strategy are critical to achieve your goals for financial independence. One lawsuit or creditor concern could jeopardize your family’s financial future. Robertson Legal Group, LLC can work with your family to protect the assets that you have worked hard to earn. We assist affluent families and couples with the following issues:

  • Protecting your liquid and non-liquid assets, such as real estate holdings and investments, from liability and creditor concerns.
  • Life insurance planning.
  • Estate planning and family trust planning to minimize estate taxation, transfer your wealth in a conflict-free manner, and avoid probate concerns.
  • Protecting your family business from liability and creditor concerns and passing your family business from one generation to the next.
  • Real estate asset protection and liability protection planning.

Financial and Wealth Planning Services

Financial planning and wealth planning are important factors in establishing a solid estate and family asset protection plan. Sean can assist you and your spouse with your customized estate and advance planning solution that addresses your goals for wealth management and preservation and allows you to transfer assets upon death or incapacity. Robertson Legal Group, LLC can assist you and your family with the following wealth management goals:

  • Revocable Living Trusts and Irrevocable Trusts: We can help you create an estate plan which will preserve and protect family and intergenerational wealth from creditor concerns, lawsuits, and business concerns.
  • Family Limited Partnerships and Corporations: We combine business asset protection with family wealth planning to provide critical asset protection and peace of mind.
  • Last Wills and Testaments: Whether you are setting up your first will or need to amend an existing will, we can help you leave behind a well-planned legacy.
  • Cancer Estate Planning and Wealth Goal Planning: Our team of wealth advisors can help you set up revocable living trust and wealth transfer strategies to honor your legacy in the case of life-threatening illness.
  • Powers of Attorney for Finances and Healthcare: We help families ensure that a trusted person will be able to make decisions for them in the case of incapacitation.
  • Guardianship Planning for Minors: We help families address the critical challenges of planning for young adults and minor children, including in complex cases involving step children and blended families.

Contact an Experienced Oswego Estate Planning Attorney

Picking your wealth planning and wealth management attorney is a critical decision. Sean has the experience and reliability to assist you and your loved ones in planning your estate. Robertson Legal Group, LLC assists families and couples with setting up customized and conflict-free estate plans that avoid probate court and honor your family and legacy. To learn more about our estate planning and wealth protection services, contact us online or via phone at 630-780-1034.

From our offices in South Naperville, Robertson Legal Group, LLC serves clients in Naperville, Aurora, Plainfield, Bolingbrook, Lisle, Wheaton, Oswego, Joliet, Crest Hill, Lockport, Romeoville, and throughout DuPage, Will, and Kane Counties.

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Our Address

701 Kentshire Dr., Yorkville, IL