Cook County · № 07Locations / Glenview / Estate Planning

Estate Planning
in Glenview, IL.

Your Kids & Grandkids, Covered

Make sure the people you love get what you've built.

Free 30-minute consultation →Call (847) 494-4483

Estate planning isn't just for the wealthy, it's for anyone who wants to make sure their family is taken care of. Without a plan, Illinois probate courts decide who gets your assets, who takes care of your children, and how your life's work is distributed.

At our firm, we work with families across Chicago's Northern Suburbs to create estate plans that protect your legacy, minimize taxes, avoid probate, and ensure your wishes are honored.

What this looks like in Glenview.

Glenview estates at the $500,000-$800,000 home value range, combined with substantial 401(k) and investment account balances from corporate careers, frequently approach the Illinois $4 million estate tax threshold. We ensure Glenview clients have current revocable living trusts, updated beneficiary designations on all retirement accounts and life insurance, and bypass trust structures in place for married couples whose combined estate exceeds $4 million.

Median home value

$520,000

Median income

$120,000

Over 55

33% of residents

County

Cook County

Cook County considerations

The county details.

Illinois's $4 million estate tax exemption is the defining issue in Cook County estate planning, and it catches more families than expect it. A primary residence worth $1.2 million, a $1.5 million investment portfolio, and $500,000 in life insurance already totals $3.2 million, before accounting for retirement accounts. Without specific trust planning, both the federal and Illinois estate tax exemptions may not be fully utilized at the first spouse's death. An AB trust or disclaimer trust design ensures both spouses' Illinois exemptions are captured, potentially protecting up to $8 million from Illinois estate tax.

Why Glenview.

Glenview's mix of housing options, from condos at The Glen to established single-family neighborhoods, means retirees here have flexibility in downsizing or staying put. We help Glenview families plan for both scenarios.

About Glenview

Glenview is a thriving suburb with a mix of longtime residents and newcomers, excellent parks and recreation, and the redeveloped Glen Town Center that's become a community hub.

Common questions