Rockford Estate Planning and Wealth Management Lawyer
In our wealth management and estate planning practice, Nicolosi & Associates maintains a single-minded focus on preserving the economic assets of high-net-worth families and individuals. Our comprehensive approach assures a well-rounded plan that integrates an appropriate set of tools, resources, and strategies to maximize the protection, conservation, growth, and transferability of financial assets including the stock in closely held and family businesses.
Our professionals are also sensitive to the non-legal issues surrounding business transitions involving long standing friendships or family members. Our estate planning practice routinely helps guide its clients through both the complex tax issues and the personal and family dynamic involved in the estate planning process.
Our Services Include:
Wealth management planning: life insurance, retirement accounts, trusts, guardianships, and conservatorships, durable powers of attorney, health care directives
Family business succession planning: tax and non-tax issues, including business structure, operation, reorganization, division or consolidation of existing entities, formation of new entities, transition of business ownership and control
Estate planning: from basic wills and probate planning, to more complex tax and succession plans
