Are you creating an estate plan for the first time? Considering changes to your existing plan? This class will guide you step by step through questions to consider during the planning or review process. We will specifically cover wills and trusts in this session, including new changes to the Illinois Trust Code effective January 1, 2020. We will walk through a questionnaire that will assist you in assessing the distribution of your assets including: appointing power of attorney, common problems, second marriages, non Illinois assets, businesses, executor/trustee and even consideration of trusts for children, grandchildren, charities and your pets. You will be better prepared to begin planning or to have a conversation with your attorney to help you gain the peace of mind that your wishes are met.
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