Greg Turza 04-29-20

Greg Turza is the subject matter expert in regards to estate planning and setting up inheritances for your children and loved ones appropriately and in the estate’s best interest.

He spoke about the ability to notarize and witness documents remotely now thanks to new legislation that was enacted by the governor’s office of Illinois in response to the current COVID-19 situation.

Greg spoke about estate planning and how to minimize the amount that it can be changed after you or a loved one passes.  He provided us with key insights on 5 devices that can be used when setting up a proper plan:

Limited power of appointments 

General power of appointments

Trust protector 

Family settlement agreement 

Disclaimer, aka “I don’t want it”. 

To set up or review your current succession plan, please visit Greg’s website by visiting:​​​​​

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