TOP 30 Advanced planning strategies in Lake Forest, Illinois

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Dr. Jeffrey Roleck is a reputable healthcare institution located at 900 North Westmoreland Road in Lake Forest, Illinois, United States. Specializing in providing top-quality medical care, Dr. Roleck is a highly skilled and experienced doctor dedicated to ensuring the well-being of his patients. With a focus on personalized treatment plans and compassionate care, Dr. Roleck offers a wide range of services to address various health concerns. Patients can trust in the expertise and professionalism of Dr. Jeffrey Roleck for all their healthcare needs.

Stifel is a leading finance institution located at 100 North Field Drive in Lake Forest, Illinois, United States. With a strong reputation for excellence in financial services, Stifel offers a wide range of investment options and financial solutions to meet the unique needs of their clients. Their team of experienced professionals is dedicated to providing personalized service and expert advice to help individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure financing for your business, Stifel is committed to helping you succeed.

Robert J. Kolasa, Ltd. is a finance and lawyer institution located at 950 North Western Avenue in Lake Forest, Illinois, United States. With expertise in estate and gift tax laws, the institution offers specialized planning to help clients navigate the complexities of trust settlement and estate administration. The team at Robert J. Kolasa, Ltd. understands the human element involved in these processes and provides compassionate support during difficult times. With over 19 years of experience in probate administration in Lake and Cook County, the institution is well-equipped to assist clients with advanced estate planning strategies. By creating specialized plans, Robert J. Kolasa, Ltd. aims to alleviate the financial burdens and emotional stress that can arise from managing affairs upon disability or death. Whether clients require assistance with estate tax planning, trust settlement, or probate administration, Robert J. Kolasa, Ltd. is dedicated to providing expert guidance and support.

Pasquesi Sheppard: Michelle Prosecky CPA is a reputable accounting and finance institution located at 585 North Bank Lane in Lake Forest, Illinois, United States. Michelle Prosecky, a Certified Public Accountant, has been a valuable member of the firm since 2000. With a focus on attestation work for closely-held businesses, Michelle has extensive experience working with manufacturers, construction contractors, non profits, and professional service organizations. Michelle's expertise in various tax areas allows her to assist closely-held businesses in maximizing their tax savings opportunities through strategic financial planning. She also specializes in advanced wealth transfer strategies, ensuring that assets are properly passed down to the next generation through trusts, family limited partnerships, and private foundations.

Wintrust Wealth Management is a leading finance institution located at 959 South Waukegan Road in Lake Forest, Illinois, United States. With a strong reputation for providing personalized wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Wintrust Wealth Management offers tailored solutions to meet your unique needs. Trust us to provide expert guidance and support as you navigate the complexities of the financial world.