May 2015

NAPFA (National Association of Personal Financial Advisors) has stringent requirements including peer review of a financial plan prior acceptance as a registered NAPFA advisor. Mary has been co-leader for the Midwest-Area group for several years and facilitates local meetings. Recently Kirsten Izatt, attorney for The Estate Planning Law Group in Wheaton spoke to us about wills and trusts and helped us understand how to better prepare our clients for their meeting with an attorney. Following Kirsten was Deborah Shoemaker, Director of Fiduciary Services at the Trust Company of Illinois who spoke about navigating the final family obligation and how a professional trustee might fit into end-of-life planning.