Trust and Estate Planning Services

Chicagoland estate and trust planning

An estate plan plays an essential role in preserving wealth for the future. As experienced financial professionals, we specialize in creating estate plans for doctors and dentists that safeguard their wealth. We employ a number of proven tax planning strategies to ensure that your beneficiaries are minimally taxed on your assets, and that the funds will be transferred to them in an organized and timely manner. When we develop your estate plan, we'll tailor it to your desires, time frame, and financial situation to ensure it's a true reflection of your goals.

PBC Advisors LLC is devoted to delivering unparalleled customer service with a personal touch. We firmly believe that the most important step in designing an appropriate estate plan is listening, so we take the time to learn all we can about each of our clients before we start building their unique plan. We then outline an estate plan to match their particular needs and preferences, while protecting assets for their beneficiaries.

Estate Planning for Doctors and Dentists

Our accounting firm is deeply invested in upholding the fiscal interests of our clients. Contact us at 630-571-6770 for a consultation. Together we'll devise a practical trust and estate plan that will financially prepare you and your loved ones for what lies ahead.

  • Estate planning for doctors and dentists
  • Trust and estate tax services
  • Business succession planning
  • Trusts
  • Charitable gifting
  • Estate tax returns