A detailed estate plan ensures your wishes are met and taxes are minimized.
In estate planning, it’s important not only to establish your overall goals but also to employ strategies that preserve family wealth as it passes from one generation to the next. Whether your assets are primarily in a family-owned business or take other forms, strategic planning can maximize the value of your estate, and your business, to provide the most benefit for your heirs. Our clients not only come to us from the Chicago area, but from across Illinois and other states as well.
At DHJJ, we know your estate plan should be as individual as you are. We’ll help you think through the many issues and create a new plan or refine an existing one to create a comprehensive approach you feel good about. And as your goals and needs change, we’ll be right beside you to make sure your plan adjusts to meet your new wishes.
DHJJ’s Estate Planning team understands that there is no “cookie-cutter” approach that works for all; it takes a lot of different strategies and vigilant review. Our experienced professionals are well trained in assessing your overall financial picture to identify the optimal treatment for each component. Because taxes play a huge role in determining the true value of what you pass on, we carefully evaluate their impact and develop plans for tax-efficient wealth transfer.
Our team approach means you’ll get the insights you need from the appropriate specialists, whether that involves valuation and exit planning for your business, help setting up and managing trusts or detailed gift planning – or a combination of approaches to achieve everything you want. We also coordinate services with the other financial professionals and attorneys that you work with to ensure your plans are implemented smoothly.
DHJJ offers families a complete range of high quality estate planning services that include:
- Estate planning
- Trust planning
- Review of Wills, Trusts, and related estate documents
- Business succession planning
- Exit planning
- Wealth transfer strategies
- Gift planning
- Tax strategies to minimize estate taxes
To discuss how DHJJ can help you create and implement the ideal plan to protect your family, please call 630-420-1360.