Chicago, Illinois Government Home Page Cook County Information Center Chicago Convention and Tourism Bureau
Chicago Mercantile Exchange (CME) Chicago Board of Trade Federal Reserve Bank of Chicago
CTA | Chicago Transit Authority The Chicago Airport System Chicago Tribune Newspaper
Chicago Symphony Orchestra Lyric Opera of Chicago Chicago Jazz Archive
Chicago Parks Chicago Botanic Garden Chicago Historical Society
University of Chicago Press, Books CSU, Chicago State University The University of Chicago
The University of Illinois at Chicago Loyola University Chicago Chicago-Kent College of Law Columbia College Chicago
City Colleges of Chicago The Art Institute of Chicago Chicago Public Schools
The Chicago White Sox The Chicago Cubs The Chicago Bears The Chicago Bulls
Chicago Wolves The Chicago Blackhawks Chicago Fire Chicago Marathon
Cities in Illinois ; Chicago, Aurora, Rockford, Naperville, Joliet, Springfield, Peoria, Elgin, Waukegan, Cicero, Decatur, Arlington Heights, Evanston, Schaumburg, Champaign, Bloomington, Palatine, Bolingbrook, Skokie, Tinley Park, Des Plaines, Mount Prospect, Wheaton, Orland Park, Oak Lawn, Berwyn, Oak Park, Hoffman Estates, Downers Grove, Normal, Glenview, Elmhurst, Buffalo Grove, Lombard, Moline, DeKalb, Belleville, Crystal Lake, Carol Stream, Quincy, Urbana, Rock Island, Calumet, Bartlett, Hanover Park, Park Ridge, Streamwood, Addison, Wheeling, Carpentersville, Romeoville, Northbrook, Elk Grove, Woodridge, Pekin, North Chicago, Danville, Glendale Heights, Mundelein, Galesburg, St. Charles, Chicago Heights, Granite, Highland Park, Gurnee, East St. Louis, Alton, Niles, Harvey, Algonquin, Lake in the Hills, Round Lake Beach, Oak Forest, Burbank, Lansing, Glen Ellyn, Wilmette, Kankakee, Batavia, Maywood, West Chicago, Freeport, Collinsville, Westmont, Carbondale, Dolton, Elmwood Park, Plainfield, O'Fallon, Homer Glen, Zion, McHenry, Rolling Meadows, Edwardsville, Belvidere, Vernon Hills, Roselle, Park Forest, Blue Island, Darien, Geneva, Villa Park, Melrose Park, Loves Park, New Lenox, East Peoria, Morton Grove, Lisle, Bloomingdale, South Holland, Libertyville, Woodstock, Machesney Park, East Moline, Oswego, Lake Forest, South Elgin, Bensenville, Lockport, Grayslake, Charleston, Evergreen Park, Bellwood, Jacksonville, Deerfield, Lake Zurich, Alsip, Homewood, Macomb, Cary, Franklin Park, Ottawa, Brookfield, Crest Hill, Mattoon, Hinsdale, Palos Hills, Godfrey, Marion, Bourbonnais, Prospect Heights, Mokena, Westchester, Mount Vernon, Country Club Hills, Fairview Heights, Cahokia, Morton, La Grange, Sterling, Dixon, Forest Park, Lincoln, Huntley, Bridgeview, Canton, Riverdale, Matteson, Frankfort, Lemont, Hazel Crest, Lindenhurst, Norridge, Midlothian, Sycamore, Streator, Centralia, Chicago Ridge, North Aurora, Hickory Hills, Bradley, Wood Dale, Warrenville, Richton Park, La Grange Park, Kewanee, Justice, Rantoul, Western Springs, Morris, Winnetka, Palos Heights, Effingham, Washington, Markham, Round Lake, Beach Park, Lincolnwood, Swansea, Schiller Park, Glen Carbon, Herrin, Northlake, Pontiac, River Forest, Taylorville, Crestwood, Antioch, Wood River, Channahon, Shorewood, Burr Ridge, Worth, Sauk, Lyons, Montgomery, Summit, Fox Lake, River Grove, Steger, Barrington, Wauconda, Shiloh, Peru, Harrisburg, Bethalto, Winfield, Rochelle, LaSalle, Yorkville, Chatham, Rock Falls, Flossmoor, Monmouth, Troy, Highland, Waterloo, Willowbrook, Glencoe, Paris, Oak Brook, Harvard, Glenwood, Columbia, Riverside, Olney, Crete, Itasca, Island Lake, Murphysboro, Lake Villa, Harwood Heights, West Frankfort, Clarendon Hills, Calumet Park, Jerseyville, Broadview, Chester, University Park, Hillside, Mount Carmel, Long Grove, Salem, Lynwood, Sugar Grove, Princeton, West Dundee, Silvis, Orland Hills, Clinton, Marengo, Manteno, Mendota, Greenville, Inverness, Winthrop Harbor, Benton, Sandwich, Vandalia, Hawthorn Woods, Park, Litchfield, East Alton, Lincolnshire, Robinson, North Riverside, Robbins, Geneseo, Metropolis, Du Quoin, Minooka, Peoria Heights, Roscoe, Maryville, Lake Bluff, Round Lake Park, Johnsburg, Bartonville, Pontoon Beach, Willow Springs, Braidwood, Stickney, Centreville, Plano, Countryside, Chillicothe, Hoopeston, Wilmington, Washington Park.
A concern for You, Baby Boomers and Business Owners is to protect your financial legacy. You work a lifetime to provide financial security for your loved ones. Wealth Transfer Plans can assist in transferring wealth to heirs with minimal tax consequences and planning for a lifetime of income during your retirement years.
The Wealth Transfer Plan takes advantage of several features of Passive Income opportunities, Life Insurance & Annuity Income for Life and Long Term Care planning to help individuals (and their families )prepare for the retirement years and beyond. Individuals can defer taxes on the accumulated investment growth within the plan.
The Wealth Transfer Plan is best suited to you, having completed the wealth accumulation phase of your lives. Now prepare to benefit from properly planned wealth transfer and income planning, boomers from as young as 50 years old should begin planning. You have worked diligently over the years to save and now have enough funds set aside to begin creating a family legacy.
Wealth Transfer Plan
When you retire, you take all of your Retirement savings & Investment savings (Cash, Pension, 401k, IRA, Rental Income, Mutual Funds, Stocks, Bonds, CD) and put them into One Big Bucket. That Bucket of Savings is what you have to live from with the supplement of social security until death. You might even want to leave something behind for the children, grand children, spouse or charity using cash in the Bucket of Savings or a Life Insurance policy.
The day you leave work, sell your business and stop producing income; you begin to Tap into the One Big Bucket of Savings and supplement with Social Security. As you draw money from your Big Bucket of Savings, the balance begins to slowly trickle down. But you need to have enough so you don't outlive your money. You never know when it's your last day and you may live to be 100. How do you plan for that?
Our Wealth Transfer Plans can accomplish: