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Estate Planning is the process of evaluating your objectives for the management and the disposition of your property during, and subsequent to, your life. We help you review your objectives, and to create a plan for the future. Whether you are rich or poor, married or single, it is important for you to take steps to prepare yourself legally for incapacity and death.

CLIENT TESTIMONIALS

Client Survey Type of Matter: ESTATE PLAN

How would you rate Mr. Siebert and/or his associate's legal expertise? A

Was Mr. Siebert and/or his associate able to explain the complex legal issues in terms that were understandable? YES

Did Mr. Siebert and/or his associate give you thoughtful well-reasoned advice and did they clearly explain your options and strategies? YES.

Were you satisfied that Mr. Siebert and/or his associate listened to your concerns and understood your goals and needs? YES.

How would you rate the quality of our legal services provided? A

Would you recommend the Law Office of James C. Siebert & Associates to your family, friends or acquaintances? YES.

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EDWARD G. (Read Complete Client Survey)

Client Survey Type of Matter: ESTATE PLAN

How would you rate Mr. Siebert and/or his associate's legal expertise? A +

Was Mr. Siebert and/or his associate able to explain the complex legal issues in terms that were understandable? YES

Did Mr. Siebert and/or his associate give you thoughtful well-reasoned advice and did they clearly explain your options and strategies? YES.

Were you satisfied that Mr. Siebert and/or his associate listened to your concerns and understood your goals and needs? YES.

How would you rate the quality of our legal services provided? A +

Would you recommend the Law Office of James C. Siebert & Associates to your family, friends or acquaintances? YES.

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DEBORAH AND NEAL H. (Read Complete Client Survey)

Client Survey Type of Matter: ESTATE PLAN

How would you rate Mr. Siebert's legal expertise? EXCELLENT

Was Mr. Siebert able to explain the complex legal issues in terms that were understandable? YES

Did Mr. Siebert give you thoughtful well-reasoned advice and did he clearly explain your options and strategies? YES

Were you satisfied that Mr. Siebert listened to your concerns and understood your goals and needs? YES.

How would you rate the quality of our legal services provided? EXCELLENT

Would you recommend Mr. Siebert to your family, friends or acquaintances? YES

What could the Mr. Siebert and the office have done to improve upon the services provided to you? NOTHING THAT I CAN THINK OF

MITCHELL M. (Read Complete Client Survey)

If you fail to estate plan, someone else, maybe someone you don't even know, might end up making all your decisions for you at cost to you. Estate planning is implemented through the execution and use of a variety of legal documents. We will help you prepare the documents appropriate for your circumstances. Among the estate planning documents most commonly prepared are:

Last Wills and Testaments

A will is a document that controls the disposition of a person's property at death. It determines who is to receive what property. It also will name guardians for minor children, and set forth their duties. A will can also establish a trust to be created after your death for minor children, or for other purposes. The will names the Executor, the person who will be responsible for paying your debts, clearing all estate issues and distributing your assets.

 

 

 

 

 

 

 

 

Durable Powers of Attorneys

A Power of Attorney is a legal document in which you give another person legal authority to act for you. A durable Power of Attorney authorizes your agent to continue to act for you after you become incapacitated. A durable Power of Attorney for Property allows your agent to carry out financial tasks for you when you cannot do so. This might include paying your bills, managing your property, and handling other money matters. A durable Power of Attorney for Health Care lets your agent make medical decisions for you when you can't are incapacitated.

Living Trusts

A trust is an arrangement under which one person, called a trustee, holds and manages property for another person, called a beneficiary. A "living trust," also called an "inter vivos" trust, is simply a trust you create while you're alive, rather than one that is created upon your death. Different kinds of living trusts can help you avoid probate, reduce estate taxes, or set up long-term property management. A living trust lets you arrange how you want your property managed while you are alive and how your assets should be distributed after your death.

Living Will

The living will is very different from your regular will. It does not involve transferring your property to loved ones. Instead, it identifies the medical procedures you do, or don't want to receive during your final illness. A living will can tell your doctor whether you want to receive life-sustaining treatment. Living wills are not as effective as durable Powers of Attorney, as though they express your desires regarding treatment, they are not enforceable by anyone except the drafter, who is usually incapacitated. A durable Power of Attorney is a more effective document because it gives authority to another individual to make decisions for the incapacitated individual.

Medicaid Planning

Medicaid planning consists of actions taken to reposition assets in an effort to protect the non-institutionalized spouse and the family, and to promote the independence and quality of life for the Medicaid applicant. We help seniors and their families prepare a comprehensive plan to deal with long term care, while maximizing the financial resources available to the spouse and family.

Special Needs Trusts

A Special Needs Trust is a trust created for a chronically disabled beneficiary, which supplements government benefits.

FOR MORE INFORMATION ON THIS SUBJECT OR TO SCHEDULE AN APPOINTMENT PLEASE CALL THE LAW OFFICE OF JAMES C. SIEBERT & ASSOCIATES AT 847-253-7500, E-MAIL INFO@JCSLAW.COMOR YOU MAY CONTACTTHE LAW OFFICE OF JAMES C. SIEBERT & ASSOCIATES THROUGH THIS WEBSITE.

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3325 N. Arlington Heights Rd., Suite 500, Arlington Heights, IL 60004
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