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September 2019 Archives

When should I update my estate plan?

An estate plan is an essential tool that not only protects your assets but also safeguards the people you love. While making a plan is of the utmost importance, updating your plan is equally so. If you fail to review your plan on certain occasions, your final wishes might not be adhered to when it comes to settling your estate. That's why Forbes recommends updating your plan after the following events. 

Passing your wealth to beneficiaries with guidelines

If you are fortunate enough to leave an inheritance of any size to your children in Illinois, you may decide to ensure they do not squander it. If it contains significant assets, proper preparation requires more than a will. The estate planning process offers tools that ensure that you can continue providing for your beneficiaries after you pass away. At Zapolis & Associates, we often help clients create trusts that help them pass wealth to their heirs in the most beneficial way possible.

Probate, beneficiaries and emotions

The probate process can present a number of hurdles for families to work through, and these issues can be especially tough after a loved one has passed on. In this post, we will look beyond the legal and financial impact of the probate process and examine the emotional side of this topic. Specifically, the emotional impact of the probate process from a beneficiary’s point of view. Whether you are in charge of your loved one’s estate plan and have to deal with disgruntled beneficiaries or you are a beneficiary yourself, it is important to understand this side of probate.

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Zapolis & Associates, P.C.
9991 191st Street
Mokena, IL 60448

Phone: 708-390-8936
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