Wealth Management

We understand the importance of planning for the future of your business and your family. We are skilled at navigating the complex legal and personal aspects of business succession and estate planning, probate and trust administration. We routinely counsel clients on preparing wills, trusts, special needs trusts, durable powers of attorney, healthcare powers of attorney, living trusts and designations of patient advocate.

Category: Client Bulletins
Five Things to Consider with In-home Care Contracts
December 4, 2017

Home for the holidays?  Notice mom or dad slowing down?  Many families reach a point when an ill or older relative needs in-home help or care for difficulty with activities of daily living, memory problems with medications, etc.

Problem: Kids these days . . . and Crime
July 6, 2017

It’s summertime, and with the rise in heat comes a rise in rambunctiousness.  Some of your offspring may be experiencing “senioritis”.  This is a good time to pass along some sage advice that may help them from making a bad situation worse.  

Basic Estate Planning Terms & Issues
August 8, 2016

This memo explains some of the basic estate planning terms and issues to consider, and identifies some common approaches to those issues.

Basics of Estate Planning
August 7, 2016

Your estate planning is done in three stages. First, we will gather all pertinent information from you as to your wishes.

Is a living trust right for you?
August 6, 2016

It seems like trusts and estate planning are those things that only the wealthy or those with complicated estates should do.  But a living trust can be advantageous for almost everyone.

How often or when should I review my estate plan?
July 27, 2015

At some point in time, everyone should have an estate plan set up directing how your taxable property should be handled or transferred to heirs of your estate.

Power of Attorney for Young Adult Children
July 26, 2015

Problem: Many parents’ estate plans lack a Durable Power of Attorney or Patient Advocate Designation for their young adult children.

Probate and Estate Planning
October 1, 2014
Lawrence LaSusa receives Certificate of Completion from the Institute of Continuing Legal Education Probate and Estate Planning Program

ICLE is the leading provider of continuing legal education represented by a network of acclaimed lawyers and nationally renowned experts using cutting-edge technology and bringing the newest and best techniques in learning to lawyers.

Alternative Billing Arrangements for Legal Fees
October 1, 2014
Save on Legal Fees through Alternative Billing Arrangements

The Illinois Bar Journal recently reported that alternative billing arrangements for legal fees (other than by the hour) are coming to Main Street America.