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My Estately a CY PLA nnerandHelp us make your legacy everything it can be by considering the following questions. Then, call to speak with one of our estate planning attorneys at 847.295. 8800. CONTACT
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How to fill out my estate and legacy

01
Start by making an inventory of all your assets, including properties, investments, bank accounts, and personal belongings.
02
Create a will or trust to outline your wishes for the distribution of your estate. Consult with an attorney to ensure legality and proper documentation.
03
Designate beneficiaries for your assets and clearly specify the distribution percentages or specific items for each beneficiary.
04
Consider appointing an executor to oversee the distribution process and ensure your wishes are carried out correctly.
05
Review and update your estate plan regularly, especially after major life events such as marriage, divorce, or the birth of children.
06
Consult with a financial advisor to optimize your estate and legacy planning, taking into account taxes, inheritance laws, and potential charitable contributions.

Who needs my estate and legacy?

01
Anyone who wants to ensure the proper distribution of their assets and belongings after their passing.
02
Individuals who wish to minimize potential disputes between family members or potential beneficiaries.
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People who want to support specific causes or charities through their estate.
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Parents or guardians who want to provide for the financial well-being of their children or dependents.
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Anyone who wants to have control over how their estate is managed and distributed, rather than relying on default laws.
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Your estate refers to all the assets and liabilities you own at the time of your death, while your legacy encompasses the values, teachings, and impact you leave behind for future generations.
Typically, the executor or personal representative of your estate is required to file any necessary estate tax returns and legal documents related to your legacy.
You will need to gather necessary information about your assets, liabilities, and beneficiaries and may require assistance from an attorney or financial advisor to fill out the appropriate forms correctly.
The purpose of your estate is to distribute your assets according to your wishes, while your legacy reflects the lasting influence you have on others and the values you passed on.
You must report details on all assets, liabilities, bequests, beneficiary information, and any taxes that may be owed.
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