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  • Estate Planning 101: What is Estate Planning?

    Your “Estate Plan” is an arrangement for the use, preservation and transfer of your property and for your care, during your lifetime and at your death. The process of creating your estate plan is called “estate planning.” Your estate planning team can include your attorney, your accountant, your financial planner and your insurance agent.

    The “primary tools” of estate planning are a Will, Durable Powers of Attorney for Health Care and Property, and a Revocable Living Trust.

    Through the use of these tools, you can protect your family by taking control of what happens when you pass away or if you become incapacitated.

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  • Objectives of Estate Planning.

    Lessons in Estate Planning 101:

    1. What is Estate Planning?
    2. Objectives of Estate Planning.
    3. When is Estate Planning Important?
    4. Does Everyone Need Estate Planning?
    5. When Should I Do My Estate Planning?
    6. What’s Included in My Estate?
    7. What is Probate?
    8. Common Estate Plans.
    9. The Problems with Doing Nothing.
    10. The Problems with Joint Ownership.
    11. The Problems with Giving Away Assets.
    12. The Problems with Beneficiary Transfers.
    13. The Advantages of a Will.
    14. Revocable Living Trusts.
    15. Powers of Attorney for Property.
    16. Controlling Medical Decisions.
    17. Estate and Gift Taxes.
    18. Ways to Reduce Your Estate Taxes

Contact John

30+ Years Experience.
Personal Planning.
Plain English.

Committed to simplifying your estate planning. Let's work together to achieve your
peace of mind.

John Varde, Attorney
180 North LaSalle, Suite 2650
Chicago, Illinois 60601

312-372-1880

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John Varde, Attorney
180 N LaSalle St.
Suite 2650
Chicago, Illinois 60601
312-372-1880

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