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159 North Sangamon
Suite 200
Chicago, IL 60607

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Jeffery J. Johnson



Estate Planning

Estate Planning

Even among your most affluent clients it’s not unusual to find clients who assume that having estate planning documents in place covers their estate planning needs. But there’s far more to estate planning than drawing up will and trust documents with an attorney. This is where today’s independent advisor can add significant value in helping clients articulate their legacies, coordinate estate planning goals with other advisors including CPAs and attorneys, and develop a viable plan for reaching their goals.