The Chicago Community Trust

Estate Planning Information

Visit our new Estate Planning Services Directory that all site visitors can use to find providers.


Estate planning encompasses the growth, conservation, and transfer of an individual’s wealth through the creation and maintenance of an “estate plan.”  The purpose of estate planning is to develop a strategy that will maintain the financial security of individuals through their lifetime and facilitate the intended transfer of their property and assets at death, while taking into consideration the unique circumstances of the family and the potential costs of different methods.

All too often, we hear:

  • "I'm too young to do estate planning."
  • "All my property is titled in joint tenancy with my spouse so I don't need a will."
  • "Estate planning is only for the super-rich."
  • "Estate planning is too complicated and expensive."
  • "Doesn't the government provide for that?"
  • "We did our wills right after we got married 30 years ago and see no need for further planning."

If you seek advice and guidance with regard to your estate planning needs, please view our website and search for a the type of member that meets your needs.  As an alternative, you can search for an Accredited Estate Planner® (AEP®) or Estate Planning Law Specialist (EPLS) designation holder in your area on the National Association of Estate Planners & Councils website.

Featured Articles

Burns Estate Planning: Hidden risks of retirement - FOX10 News

While many people plan ...

Truxton Wealth Strengthens Advisory Team with Key Promotions | Markets Insider

She also holds the Certified Trust and Financial Advisor (CTFA) designation and is a member of the Middle Tennessee Estate Planning Council.

Ag Forward Session Focuses on Estate Planning - KSIS Radio 1050 AM

Four local experts stressed the importance of estate planning during the most recent installment of “Ag Forward.

Kids Protection Planning Brunch: Estate Planning to Protect Your Kids | Acton, MA Patch

Patch News. Sign up. Acton, MA Subscribe. News FeedEventsLocal Businesses ... Kids Protection Planning Brunch: Estate Planning to Protect Your Kids.

Lincoln Financial Expands Financial Wellness Solutions to Empower Employee Wellbeing

Estate planning support; Debt management; Homebuying support ... More News From Lincoln Financial. Get RSS Feed. Lincoln Financial Becomes ...