Estate Planning Services
Estate planning - protecting your loved ones, passing down a legacy.
Stenger Family Office offers estate planning services through licensed, third party attorneys, coordinated seamlessly with your financial advisor and accountant. Our partners offer Stenger clients comprehensive estate planning services including trusts, wills, powers of attorney, and medical directive documents.
Types of Estate Planning Documents
Revocable Living Trust
Designed for flexibility and to help you pass down your assets upon your passing according to your wishes. Can help avoid probate.
Powers of Attorney
Used by individuals to appoint a specific person to act on their behalf in a variety of circumstances including in a financial capacity.
Asset Protection Trust
Designed for protection against lawsuits and creditors. Typically used for healthcare planning and for business owners.
Medical Directives
Used by individuals to appoint a specific person to act on their behalf in the case of incapacitation.
Irrevocable Trusts
Designed for gifting and tax planning. Typically used by HNW families to pass down wealth by minimizing estate taxes.
Wills
The most basic estate planning document that distributes your property to your designated beneficiaries. In most cases a simple will does not avoid probate.
Carrier Law Group
For Stenger Family Office clients in Illinois and Texas, Carrier Law Group operates as our preferred partner for estate planning services.
Patrick Carrier, lead attorney and owner of Carrier Law Group, can provide you and your family with customized legal advice and estate planning documents that match your goals.
Stenger Family Office clients are not required to use Carrier Law Group and may choose their own attorney of choice. Carrier Law Group operates independently of Stenger Family Office. Stenger Family Office is not a law firm and does not provide legal advice.
Patrick Carrier, JD
Patrick Carrier is the owner and lead estate planning attorney at Carrier Law Group. As a Chicago estate planning attorney, Patrick has over 20 years of experience helping families guard their legacy and create estate plans that can last for generations. Patrick earned his J.D. from Notre Dame Law School and his B.A. from Loyola University in Chicago, IL.
EstateGuru
For Stenger Family Office clients in states outside of Illinois and Texas, we partner with EstateGuru, a nationwide network of estate planning attorneys throughout the United States who offer cost effective solutions for revocable living trusts, wills, POA and medical directive documents.
Stenger Family Office clients are not required to use EstateGuru and may choose their own attorney of choice. EstateGuru operates independently of Stenger Family Office. Stenger Family Office is not a law firm and does not provide legal advice.
Stenger Family Office | Multi-Family Office Approach
Stenger Family Office’s unique approach to wealth management allows you to do more in one place, saving time and money. Our integrated team of professionals can provide you and your family with a one-stop approach to financial guidance.
Nick Stenger
Chief Executive Officer
Financial Advisor
Chris Jordan, CPA, MST
Chief Financial Officer
Managing Partner, Tax
