05/22/2026
Do You Need to Update Your Estate Plan?
Life changes such as a death or birth in your family, a divorce, changes in assets and total net worth, or other significant life events should be addressed in your estate plan update consultation.
If your estate plan is older than 2022, you should consider updating your plan. Retirement laws under the SECURE act 2.0 changed in 2022. This means you should ensure that the necessary retirement account IRS "see through trust" language for a conduit or accumulation trust is in your Trust agreement if your trust is named as a beneficiary of qualified accounts. In 2025, the Power of Attorney for Property law changed in addition to the Small Estate Act in Illinois.
Knowledge is power. An updated plan can give peace of mind.
Give us a call. We can help. 630- 575-0400. https://lnkd.in/gm_tZPju