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5 Key Financial Steps for Your 2024 Estate Plan!

Posted by Jacklyn Truppa | Jan 23, 2024 | 0 Comments

Prepare for 2024 by taking these vital financial steps to secure your family's future. Explore strategies like tax-efficient investment loss harvesting, maximizing retirement contributions, managing RMDs and inherited IRAs, and considering a Roth IRA conversion. Estate planning goes beyond documents; it's about informed decisions for your family's financial well-being.

The 4 Most Commonly Asked Estate Planning Questions!

Posted by Jacklyn Truppa | Jan 21, 2024 | 0 Comments

Securing Your Legacy: A Friendly Guide to Estate Planning" Estate planning isn't just for the wealthy. Explore four essential questions to ensure your goals, assets, and beneficiaries are protected. Learn about tailored options, from wills to trusts, and adapt your plan as life changes. Start this crucial conversation about securing your legacy today. Contact Dynasty Law, LLC at 1-312-248-4304 or schedule a complimentary 15-Minute Call for more information.

10 Life Events That Trigger An Estate Plan Review - Part 2

Posted by Jacklyn Truppa | Jul 31, 2023 | 0 Comments

Estate planning is an ongoing process that should evolve with life changes. Regularly reviewing your plan with an attorney is crucial, especially after major events like serious illness, relocation, marriage, divorce, or changes in tax laws. Ensuring your estate plan aligns with your wishes and complies with local laws will avoid delays and protect your loved ones. At Dynasty Law, LLC we offer our clients a complimentary review every three years, supporting you through life's changes. Whether creating a new plan or updating an existing one, I'm here to safeguard your family's well-being and legacy. Book a meeting now to get started.

10 Life Events That Prompt Revisiting Your Estate Plan - PART 1

Posted by Jacklyn Truppa | Jul 24, 2023 | 0 Comments

Estate planning isn't a one-and-done task; it requires periodic reviews and updates to remain effective. In this engaging and personable blog, we explore ten life events that can significantly impact your estate plan. From changes in assets or liabilities to welcoming a new child into your family, each event calls for careful consideration to protect your loved ones and ensure your wishes are fulfilled. Join us to discover how staying on top of your estate plan can bring you peace of mind and security throughout life's journey.

Contact Our Firm Today

Dynasty Law is committed to answering your questions about Estate Planning, Kids Protection Planning, Guardianship, and Asset Protection Planning law issues in Chicago, Illinois.

There's no need to handle these difficult matters of law all alone. Get the legal advice, counsel, and representation you need. Contact Dynasty Law in Chicago, Illinois, and the surrounding areas for a consultation. Our firm can help you decide which course of action will serve your best interests.

We'll gladly discuss your case with you at your convenience. Contact Dynasty Law today to schedule an appointment.

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