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      As we prepare for Thanksgiving and the holiday season, I wanted to take a moment to reflect on the importance of family—something we hold very dear at the Burton Law Firm. This season, I’m excited to share a special article featuring my family in Libertyville Living Magazine. It’s a glimpse into what

  The Wealth Counselor   It Is Time to Make Your Estate Planning List and Check It Twice The estate planning process can sometimes be similar to Santa’s process. You decide who should receive your money and property (the nice people on your list) and who should not (the naughty ones). Read more to learn

  The Revenue Stream A Holiday Card Mailing List Is Not the Only Important List Your Clients Should Consider The estate planning process is somewhat similar to Santa’s process. We decide who should receive our assets (the nice people on our list) and who should not (the naughty ones). With families getting together for annual

  The Wealth Counselor   Why You Need to Worry About Incapacity Planning Incapacity can happen at any age and can have many causes. An estate plan that addresses only what happens to your assets (such as your money, property, life insurance policies, and retirement accounts) after death—and does not address who can make decisions

  The Revenue Stream Why Your Clients Need to Worry About Incapacity Planning Everyone dies. Not everyone becomes incapacitated. But the odds—and consequences—of suffering incapacity are higher than people might think. Read more about ways that you can help prepare your clients so they are ready to tackle these types of situations with proper proactive

  The Wealth Counselor   Protect Your Wealth and Your Spouse with a Spousal Lifetime Access Trust While chocolates and flowers are nice gestures in February, a spousal lifetime access trust (SLAT) can make a more lasting gift, especially with the record-high estate tax exemption set to decrease drastically in 2026. In general terms, a

  The Revenue Stream How Spousal Lifetime Access Trusts Can Secure Your Clients’ Futures This February, you can help your married clients show their love with a unique type of trust called a spousal lifetime access trust (SLAT). Read more to learn how that can “lock in” a high federal estate tax exemption, adapt to

  The Revenue Stream Help Your Clients Clean Up Their Affairs with These Lists Before you can help your clients get to where they want to go on their wealth journey, you need to understand where they are right now. Read more to learn about inventorying their assets (everything they own) and keeping the information