First 30 minute consultation is free

630-653-1577

Rolewick & Gutzke, P.C.
1776 South Naperville Road
Suite 104 A
Wheaton, IL 60189
1776 South Naperville Road, Suite 104 A
Wheaton, IL 60189
rg@rglawfirm.com

Financial and Tax Planning Lawyers

Wheaton Financial Planning Lawyers

Tax Planning Attorneys

At Rolewick & Gutzke, P.C., we recognize that estate planning and financial planning are closely related. While estate planning is often focused on transferring assets and property, financial and tax planning can help maximize the value of an estate during a person's lifetime and beyond. Our attorneys understand how to work within the law to minimize tax liabilities and take full advantage of all opportunities for growth. We also recognize the importance of protecting our clients' assets so that they can provide their family with security for years to come.

Since our founding in 1979, we have helped many clients throughout the region develop strategies for increasing wealth and protecting accumulated assets for future generations. We realize that every situation is different, which is why we take the time to get to know our clients and understand their circumstances, needs, values, and goals. Our approach has earned us the recognition and well-deserved reputation from our peers as a law firm committed to personalized client service.

Financial and Tax Planning Attorneys

The relationships that we build with our clients, backed by our practical knowledge, allow us to create customized plans for increasing wealth and reducing tax liabilities while remaining in full compliance with applicable laws. In most cases, more wealth, assets, and property will lead to more complicated financial and tax issues. We are equipped to help clients better understand their situation and make informed decisions regarding the future. Our knowledgeable attorneys can offer assistance with:

  • Gifts, including gifting programs and gift tax returns
  • Charitable giving
  • Special needs family members
  • Marital deduction planning
  • Disposition and transfer of assets
  • Wills and trusts, including ILITs, GRATs, IDGTS, CRATs, and Special Needs Trusts
  • Business succession planning, including succession plans for family farms
  • Family Limited Partnerships
  • Limited Liability Companies
  • Buy/Sell Agreements
  • Liquidity and life insurance planning
  • Promissory notes
  • Caretaker contracts
  • Elder law, including Medicaid planning
  • Prenuptial agreements
  • Postnuptial agreements
  • Guardianships
  • IRA planning
  • Protection of business interests

Experienced Financial Planning Attorneys

Financial and tax planning often covers a number of considerations from many areas of the law, including business law, real estate, divorce and family law, and, of course, estate planning. Putting all of the pieces together requires the guidance of a skilled legal professional with knowledge and experience in all applicable areas.

At Rolewick & Gutzke, P.C., we take pride in maintaining open and honest communication with our clients so that they remain fully invested throughout the process. We also provide upfront assessments regarding fees and potential costs so that our clients fully understand the entire arrangement.

Contact Our Office Today

If you would like to learn more about financial or tax planning and asset protection in Illinois, contact our office to schedule a consultation. Evening and Saturday hours are available upon request for your convenience. Call 630-653-1577 today and let us show you the difference that experience can make. Rolewick & Gutzke, P.C. serves individuals and families in Kane, Will, and DuPage Counties, including Wheaton, St. Charles, Geneva, Downers Grove, Carol Stream, Naperville, Warrenville, Elmhurst, and Glen Ellyn.

  • Illinois State Bar Association American Bar Association Kane County Bar Association Chicago Bar Association
  • AVVO DuPage County Bar Association Martindale Hubbell Super Lawyers
  • Leading Lawyers American Association of Justice Attorney Title Guaranty Trust West Suburban Living
Back to Top