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Robertson Legal Group, LLC

Wealth Preservation

Wealth Preservation

Estate Planning and Wealth Preservation Lawyer in Yorkville, Illinois

Building a legacy is as much about wealth preservation as it is about wealth accumulation. Preserving your estate for future generations requires strategic planning and management. At Robertson Legal Group, LLC, we are skilled in helping business owners, professionals, and individuals structure their finances and plan for future events that impact wealth. We provide a full range of estate planning and asset protection services for individuals and businesses.

Estate Planning and Wealth Preservation in Plano, Yorkville, and Oswego IL

It takes hard work to build a substantial financial estate. Planning for what will happen to your estate after you are gone or if you are unable to make financial decisions is essential. Many life events can affect the value of your estate. Attorney Sean will help you make the necessary legal arrangements to protect your estate no matter what the future brings. We help clients plan for circumstances such as:

  • Incapacitation – Should you have a health crisis that results in the inability to make financial decisions for yourself, it is essential to have a power of attorney in place that grants decision making authority to a trusted agent.
  • Divorce – The dissolution of a marriage dramatically impacts a marital estate. We are experienced in handling family law matters including prenuptial and postnuptial agreements and property division issues.
  • End of Life – We are skilled in preparing and reviewing willsliving trusts and irrevocable trusts, and other estate planning documents used to transfer assets to beneficiaries.

Yorkville Wealth Preservation for Business Owners and Professionals

Owning a business or professional practice requires special attention to wealth preservation matters. What will happen to your business when you are no longer able to manage it? Whether your desire is for your business to continue in your family for generations to come or for your beneficiaries to inherit the value of your business, we can help ensure your business assets are preserved. Our firm can help you create an effective plan for transitioning your business assets and wealth to the next generation efficiently and with minimum tax implications. We provide legal services and guidance in business protection and succession planning.

If you are looking for experienced legal counsel and assistance with personal or business wealth preservation, contact our firm at 630-780-1034 to schedule a consultation with an experienced estate planning attorney. Our firm has over 12 years of experience working on wealth preservation matters for high net worth clients. From our office in Yorkville, we work with clients in Oswego, Sandwich, Plano, Newark, Plattville, Minooka, Morris, Shorewood, Plainfield, and Joliet.

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Our Address

701 Kentshire Dr., Yorkville, IL