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When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

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Fax: 847-701-0132

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Rolling Meadows, IL 60008

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Copyright 2026 FMG Suite.

This website is a publication of Lakeshore Capital Group, a registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting. Dividend reinvestment does not assure a profit or protect against losses in declining markets. Dividends fluctuate and are not guaranteed.

This website is a publication of Lakeshore Capital Group, a registered investment adviser that only conducts business in jurisdictions where it is properly registered or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting.

Information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the authors on the date of publication and may change in response to market conditions. You should consult with a professional advisor before implementing any strategies discussed. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Estate planning and tax rules are subject to change at any time.

Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours.

All investments and strategies have the potential for profit or loss. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. Historical performance returns for investment indexes and/or categories, usually do not deduct transaction and/or custodial charges or an advisory fee, which would decrease historical performance results. There are no assurances that a portfolio will match or exceed any particular benchmark. Insurance product guarantees are subject to the claims paying ability of the issuing insurance company.

Asset allocation, rebalancing and diversification do not ensure or guarantee better performance and cannot eliminate the risk of investment losses. Dividend reinvestment does not assure a profit or protect against losses in declining markets. Dividends fluctuate and are not guaranteed.
The potential value of investment advice is an estimate. Those gains will not apply to every investor. Not every investor will experience those gains, and they may be offset by advisory fees
and other expenses.

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