BLOGS

THE FIRST DAY OF SPRING – UNSETTLING WITH COVID-19

To our past and current clients, advisors, colleagues and friends:It is the first day of spring of 2020 and instead of looking with anticipation to our summer of fun, we find ourselves  in the midst of an unprecedented global crisis, with no clear answers or definite end in sight.  Fear of what is to come is unsettling to everyone and we are all feeling a loss of control and sense of helplessness as we try to care for our loved ones. The list of what we cannot control is staggering and shocking.  We cannot control the stock market.  We ...
Twitter Google Linkedin

WHY IS A POWER OF ATTORNEY AND AN ESTATE PLAN CRITICAL AT THIS MOMENT IN TIME?

During the Coronavirus Pandemic, we are all sharing in the concern for our families, businesses, and communities. In this era of social distancing we are finding new ways to stand together.At Waltz, Palmer & Dawson, (“WPD”) LLC we are taking precautionary measures to keep our employees and our clients safe. We are holding the majority of client meetings by pho...
Twitter Google Linkedin

A TRUST FOR YOUR BEST FRIEND!

Did you know you can set up a Trust for your dog, cat, bird, horse, or even guinea pig, to be sure they will be taken care of after you’re gone? It’s true. Illinois’ Pet Trust Statute has been in existence since 2005, and it allows you to provide in your Revocable Living Trust or Last Will and Testament that one or more Trusts will be created and maintained for the sole benefit of your pet ...
Twitter Google Linkedin

WHEN IS THE BEST TIME TO PLAN? The answer is simple—NOW.

Don't procrastinate! Take some time in the next couple of months to consider your estate plan – whether doing it for the first time or updating.  This is really important for you and your loved ones.We all know that bad things happen, and usually when you’re least expecting it.  We are all busy living our lives, day by day, trying to get through our endless “To-Do” lists. ...
Twitter Google Linkedin

DO I HAVE AN ESTATE?

The term “estate” may conjure images of an elderly, wealthy matriarch executing a Last Will and Testament declaring which of her children and grandchildren shall inherit the family wealth at her death. Maybe she is disinheriting one or more of her natural heirs because they have mistreated her. There may even be a “reading of the Will” following her death in which family members gasp an...
Twitter Google Linkedin