Secure Your Assets with a Private Estate Planning Consultation Today!
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A member of our team will call you from +1 773-985-4946 to learn more about your situation and determine whether Caring Planner may be able to help.
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While you wait, you can review the information below to learn more about Caring Planner, and the estate-planning process.
Why Start Now?
If you own a home, have savings, or have built assets over time, a basic will is not enough.
Without a properly structured trust, your family could face:
- Costly probate delays
- Court involvement in your affairs
- Unnecessary taxes and legal fees
- Conflict and confusion during an already difficult time
We help you put a clear, legally sound trust structure in place so everything is handled exactly the way you intend.
What You’ll Get On Your Consultation:
1
Personalized Assessment
A clear understanding of whether a trust is right for your situation
2
Asset Protection Roadmap
How to avoid probate and keep your affairs private
3
Key Risks to Your Estate
Key risks most people overlook (that could cost your family later)
4
Custom Strategy
A customized strategy based on your assets, family, and goals
Hi, I'm Phil R. Goldberg!
Philip R. Goldberg, admitted in Arizona, California, Florida, Illinois, and Tennessee, brings a caring approach to estate planning from his more than 30 years of experience as an estate planner.
Goldberg understands and explains the issues involved in planning and often helps his clients find an approach that simplifies the process and makes it more comfortable through his recognition that estate planning is fundamentally done for the people his clients love.
A cum laude graduate and former staff editor of the University of Illinois – Chicago – Law Review, Mr. Goldberg’s empathy stems from recognizing his clients’ struggles with issues of fairness, complexity, and economics.
In addition to his knowledge of estate planning, Mr. Goldberg brings experience in a wide range of asset protection mechanisms which can help assure that his clients assets remain available despite creditors and other third-party claims.
Mr. Goldberg’s extensive legal journey includes roles as a sole practitioner, focusing on personal and business law matters, and serving as general counsel for various companies.
His multifaceted experience has equipped him with a broad understanding of the legal field, allowing him to approach estate planning with a comprehensive perspective.
Testimonials
"Caring Planner’s expert guidance and genuine care made my estate planning experience seamless and reassuring. Their meticulous approach showcased a true commitment to protecting my legacy. I highly recommend Caring Planner for a compassionate touch in estate planning"
- Gene, Los Angeles, CA
"Phil and his team have been a game-changer for my estate planning. Their expert and caring approach impressed me from the start. They navigated my estate intricacies with precision, ensuring every detail was considered. The team’s commitment to safeguarding my interests and providing security for my family was evident throughout."
- Debbie, Northbrook, IL
"Their expertise and genuine care stood out, navigating my estate intricacies with precision. Their commitment to securing my family’s future exceeded expectations, saving me time and providing personalized service. Highly recommended for anyone in Chicago seeking a law firm that blends professionalism with sincere care in estate planning."
- David, Chicago, IL
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