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Latko Wealth Management, Ltd. - Frankfort, IL

Email Us | (800) 469-8887 | (815) 469-8887

Yes, we are Fiduciaries!

For Your Estate

Estate planning is arranging for the orderly transfer of your property and resources to other people during life and after death. Your estate is essentially everything that you own. Your property and resources can be transferred through beneficiaries identified in documents such as, wills, trusts, gifts, and joint ownership of property—all of which are part of your estate plan.

Since you may accumulate many resources during your lifetime, you will probably want to decide to whom you wish to transfer your possessions upon your death. Everyone needs an estate plan. If you do nothing, the state will decide through state law how to transfer your property after your death. Please note we are not lawyers and do not set up legal documents, but we can point you in the right direction to someone who can.  

How would you answer the following questions?

If I were to die tomorrow...

  • Who would get my property?
  • Who would care for minor children, parents, and/ or a spouse?
  • Would the family business continue?
  • Would the estate be settled according to my wishes?
  • Would taxes, fees, and costs be held to a minimum?
  • Would a trust have been appropriate for me?
  • Would my estate be settled in an appropriate and timely manner?

Plan to have your wishes carried out by taking action to develop an estate plan NOW! Latko Wealth Management alongside your/our attorneys can help you set up your ideal estate plan. 

The Power Of A Trust

There are a lot of ways to plan for the future. Trusts can help protect your assets so you can create a lasting legacy for the ones you love the most.

Irrevocable Life Insurance Trust (ILIT)

Irrevocable Life Insurance Trusts can provide financial control and tax efficiencies. Click to see how they work.

Elder Care

Taking care of one's aging parents can be emotional and expensive. This video provides a checklist on what to do.

Trusts- How do they Work?

Trusts can manage how you leave assets to your family. This video shows how Trusts can preserve your legacy.