Category: Life Events

Transitions of Life and Death

On April 13, one of our partners experienced the joy of becoming a grandfather—on the same day that another of our partners unexpectedly lost a brother. From extreme joy to profound sadness, these kinds of transitions are part of the great circle of life.

Florida Domicile

Lately, many of you have been asking what Illinois residents need to do in order to domicile in Florida. According to Rob O’Dell of Wheaton Wealth Partners, there are three key reasons why Illinois residents are considering Florida as their new home: taxes, estate planning and creditor protection. (For more insights, see the video interview with O’Dell that is posted above.)

Sudden Money – Sudden Inheritance

Social, mental, and emotional thoughts get stirred up with unexpected passing of a parent. Add to that the sudden receipt of money and most people are feeling extremely uncomfortable.  Not only are you dealing with loss, you’ve suddenly got their home or maybe two homes. You have their personal property and all these different assets dropped in your lap.

Is It Time? The Elder Care Conversation

An 85 year old woman is on the phone with her daughter. She says, “Honey, I left for church service this morning at 8:15. It is now 3:30 and this nice young man here at the 7-11 let me borrow his phone as I seem to have misplaced mine. I’m a little confused. I’m not sure where I am.”

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