Chicago tax accountants and tax preparers

Estate Planning Services

Are you ready to give the government nearly half of everything you own? 

Estate planning is simply the planning process to ensure that the rewards of your years of hard work and saving are passed on to those beneficiaries you care about — be it your spouse, children, business partner, or charitable organizations.

Taxes are only part of the estate planning picture. Estate planning can be important from a business and/or family perspective, as well. How will your business be valued? How will you be succeeded or how will the business be disposed of? How will your spouse meet future financial needs? How do you provide for a financially spend-thrift child? Will your assets be used to meet your goals or will they be controlled by someone you don't know?

Proper estate planning can provide solutions to anticipated problems and let you control the rewards of your hard work after your departure. Working with your attorney, and other professional advisors, we act as the point person to ensure the maximum benefits of estate planning at the lowest overall cost.



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By Dugan Lopatka - Accountants for Midsize Businesses in Chicago:  CPAs for Small Businesses

  • Addison
  • Aurora
  • Bartlett
  • Batavia
  • Bensenville
  • Bloomingdale
  • Bolingbrook
  • Burr Ridge
  • Carol Stream
  • Chicago
  • Clarendon Hills
  • Darien
  • Downers Grove
  • Elgin
  • Elk Grove Village
  • Geneva
  • Glen Ellyn
  • Glendale Heights
  • Hanover Park
  • Hinsdale
  • Hoffman Estates
  • Itasca
  • Joliet
  • Lemont
  • Lisle
  • Lombard
  • Montgomery
  • Naperville
  • North Aurora
  • Oakbrook
  • Oakbrook Terrace
  • Oswego
  • Plainfield
  • Romeoville
  • Roselle
  • St. Charles
  • Schaumburg
  • Streamwood
  • Villa Park
  • Warrensville
  • West Chicago
  • Western Springs
  • Westmont
  • Wheaton
  • Willowbrook
  • Winfield
  • Wood Dale
  • Woodridge

Dugan & Lopatka, CPAs, PC, 104 E. Roosevelt Road, Wheaton, Illinois 60187 -MAP- T: (630) 665-4440 Fax: (630) 665-5030