Estate Planning is a vital component of every financial plan, regardless of the size of the estate. Unfortunately, it’s also an area that is commonly overlooked.
Providing for your future and that of your family, and even for future generations, can be a daunting task. It requires having access to a resource that can expertly guide you through the complexities of changing tax and estate laws, volatile financial markets, and your own shifting personal circumstances. We are a resource in your community, one that may even have been working with you as you built the legacy you now want to protect.
With over 100 years of experience in providing personal trust and estate planning services to families throughout the Chicagoland area and well beyond, O2 Wealth Management is such a resource, one you can rely on to not only advise you, but serve as:
- Trustee of your revocable living trust or testamentary trust
- Guardian of the estate of a disabled individual
- Executor of your estate
- Agent for your investment account
Count on O2 Wealth Management for your estate and wealth management solutions! oldsecond.com/wealth
Not insured by the FDIC nor any govt institution; Not a deposit or other obligation of, or guaranteed by, the depository financial institution; Subject to investment risks, including possible loss of principal amount invested.