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Category: Estate Planning

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Beneficiary Designations When and Why They Matter and When to Review Them

Beneficiary Designations: When and Why They Matter and When to Review Them

Beneficiary Designations: When and Why They Matter and When to Review Them Beneficiary designations determine who receives certain assets when an account holder passes away. These designations apply to retirement accounts, life insurance policies, annuities, and some brokerage accounts. Many investors complete these forms when opening an account and may [...]

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The Ultimate Guide to Dynasty Trusts: Using Generation-Skipping Trusts to Preserve Multi-Generational Wealth

The Ultimate Guide to Dynasty Trusts: Using Generation-Skipping Trusts to Preserve Multi-Generational Wealth For high-net-worth families in Barrington and the greater Chicago area, building wealth is often about more than personal financial security. Many families want to create a lasting legacy that benefits children, grandchildren, and future generations. One estate [...]

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