FINANCIAL AND TAX PLANNING

Illinois Business & Financial Planning Attorney

“He that won’t be counseled can’t be helped.” Benjamin Franklin

Whether your wealth has been accumulated through business ownership, scrupulous saving, or a family inheritance, our firm can offer guidance regarding legal means of tax reduction and prevention. Rolewick & Gutzke, P.C. offers comprehensive financial and tax planning services to individuals, families, business owners, and others.

If you are interested in learning how a lawyer from Rolewick & Gutzke can help with your business or financial planning, contact our firm to arrange a consultation. At Rolewick & Gutzke, we give clients honest assessments regarding attorneys' fees. We also offer evening and Saturday hours to accommodate busy schedules.

Many Options are Available to You

Our firm seeks continuous relationships with our clients. This relationship allows our firm to understand our clients' needs, goals, concerns, and adjust our tax planning strategies accordingly. Often, the more wealth, property, and assets an individual has, the more complex financial and tax issues become. Our firm has been recognized by our peers for the quality of services we provide. We can discuss with you the advisability of using certain methods to protect your assets.

  • Gifting programs and gift tax returns
  • Charitable giving
  • Planning for family members with special needs
  • Business and farm succession planning
  • Marital deduction planning
  • Liquidity planning
  • Disposition of assets
  • Powers of attorney
  • Wills and trusts
  • Buy sell agreements
  • Family limited partnerships
  • Limited liability companies

Contact Rolewick & Gutzke to discuss your financial planning needs.

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