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Lake Shore Financial Business Planning

or call us at 1 (847)-714-1000

What is Financial Business Planning?

Financial Business Planning: We have worked with many of our clients from the inception of their businesses and have provided valuable assistance in planning the entity structure and addressing operational needs. An appropriate organizational structure is critical to all businesses, whether they are family businesses, emerging companies, or professional organizations, and whether they are owned and capitalized by one owner or by many. Selecting the optimum form of business entity can achieve tax efficiencies for the business and help position it for future growth and transfers of ownership. Choosing the best form of business entity requires not only understanding the different aspects of partnerships, LLC's, corporations and S corporations, but more importantly, designing a structure to accomplish the owners' specific goals, such as maintaining control, raising capital and eventually providing for a smooth transition of ownership and management. Our attorneys assist clients in choosing and forming business entities, drafting articles of incorporation, minutes and bylaws, shareholder and "buy-sell" agreements, drafting partnership agreements and operating agreements, buying and selling existing businesses, transitioning ownership from one generation to the next, dealing with employment issues, and negotiating, drafting, and executing business contracts of all kinds.

Regardless of your financial status or level of investment experience, seeking advice from an impartial expert can greatly enhance your financial planning. Many individuals overlook crucial aspects of setting financial goals, selecting optimal accounts, and safeguarding their assets. Soskin Law offers expert guidance tailored to Illinois laws, including strategies for asset protection through trusts and powers of attorney, and making informed investment choices. By leveraging legal expertise, you ensure that your financial planning is handled with a fiduciary commitment, unlike brokers who might have conflicting interests. Choosing legal assistance for financial matters ensures that you receive advice that prioritizes your best interests and helps you achieve your financial goals.

Why Financial Business Planning?

Holistic Financial Planning with Attorneys


Incorporating financial planning and investment strategies into estate planning is essential for ensuring that your wealth is effectively managed and transferred according to your wishes. Estate planning lawyers are uniquely positioned to offer comprehensive guidance in this area. They can help you develop and implement investment strategies that align with your long-term goals while considering tax implications and asset protection. By utilizing their expertise in legal and financial matters, lawyers can craft sophisticated estate plans that include the establishment of trusts, the optimization of investment portfolios, and the strategic allocation of assets to minimize estate taxes and preserve wealth. This holistic approach ensures that your investments are not only managed wisely but also integrated seamlessly into your overall estate plan, safeguarding your financial legacy and providing for your heirs in the most efficient manner.

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Location: ​ 100 Village Green, Lincolnshire, IL 60069

Hours:​​​

Monday           8:00 AM - 5:00 PM

Tuesday           8:00 AM - 5:00 PM

Wednesday    8:00 AM - 5:00 PM

Thursday         8:00 AM - 5:00 PM

Friday                8:00 AM - 5:00 PM

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