Naperville Wills & Trusts Attorney

Planning for the Future

At the Roscich & Martel Law Firm, clients find that our focus on attentive service and personalized solutions is very important to developing a will that fits your needs. A lot of thought should go into it, so we will ask you questions in our initial consultation that you may not have considered otherwise. We will help you think about what is really important to you and your family.

Your First Will Conference

It’s never too early to prepare for the future. Planning now will protect your family’s best interest and ensure financial stability for years to come.

At your initial will conference, we will discuss your options and make recommendations regarding the following factors:

• The make-up of your estate
• How you want your estate distributed, to whom and when
• Estate tax and inheritance tax possibilities
• Whether trusts for you or your children are appropriate
• How to avoid the time and expense of probate
• The physical care of your minor children in your absence
• The need for living directives and resuscitation desires
• The management of your property if you are disabled

These are just a handful of the many topics we will discuss with you.

You should also come prepared with the following information:

• Value of all assets including life insurance
• Persons to be appointed to act as representatives of you or your estate (executor, trustees, agents for Powers of Attorney)
• Persons to care for your children in your absence (guardians)

We recommend you address these issues now before life situations make them emergency decisions. Our clients have benefited emotionally, physically, and financially from our knowledge and broad-based advice on preparing wills.

Trusts

A trust is a document or arrangement used to transfer property from a trustor to a trustee, who administers the property for another's benefit (called a beneficiary). Trusts can be created to serve specific purposes, such as asset protection, charitable organizations, education, investment, and income.

In the matter of trusts, especially those that are created for a sizeable estate, an experienced attorney helps clients determine which options will achieve the greatest tax benefits and that the estate is left to the intended heirs. The Naperville trust attorneys of Roscich & Martel Law Firm can help ensure that a will or trust meets your objectives and fulfills all legal requirements of the State of Illinois. We have the knowledge to help you set up a trust for any purpose as part of your estate.