1791 Commerce Drive Montgomery, IL 60538

Call 630.947.0145 FAX 630.947.0144

Tax and Estate

Proper planning is essential for all successful businesses and individuals.  We at Obbligato can assist you in planning from business start-up, business succession to individual estate planning.

Estate planning involves organizing your property so it will be distributed to your desired heirs, with estate taxes and administrative costs held to a minimum.
 
Effective estate planning is a structured process that includes:
  • Data accumulation and goal setting
  •  Analysis and recommendations
  •  Implementation
  •  Periodic monitoring and review