STEPS - Strategic Tax & Estate Planning Strategies

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STEPS - Strategic Tax & Estate Planning Strategies S.T.E.P.S. can assist with your estate planning, probate, real estate, & trust administration matters

Strategic Tax & Estate Planning Strategies provides quality services tailored-made for traditional and non-traditional families and business owners. Estate planning documents including wills, living wills, revocable living trusts, special needs trusts, power of attorney for healthcare and power of attorney for finance. We provide strategies for resolving issues with the Internal Revenue Service (IRS) and the Illinois Department of Revenue including settlement negotiations, tax liens and back taxes relief, as well as compliance.

Your legacy is more than money and assets. It is about the people you love and the things that matter most to you. Estat...
10/03/2026

Your legacy is more than money and assets. It is about the people you love and the things that matter most to you. Estate planning helps you plan for the future. Contact us at [email protected] or (312) 714-6588.

Purchasing a home is an exciting milestone and a good reminder to revisit your estate planning documents. As your assets...
10/01/2026

Purchasing a home is an exciting milestone and a good reminder to revisit your estate planning documents. As your assets and responsibilities grow, your plan should grow with you. Contact us at [email protected] or (312) 714-6588.

Your life today may look very different from when you first created your estate plan. Taking time to review your plan af...
09/30/2026

Your life today may look very different from when you first created your estate plan. Taking time to review your plan after major life changes can help make sure your documents still reflect your wishes, your family, and your goals. Contact us at [email protected] or (312) 714-6588 to update your estate planning documents.

The future is never certain, but having a plan can bring confidence and peace of mind. Thoughtful planning today can mak...
09/22/2026

The future is never certain, but having a plan can bring confidence and peace of mind. Thoughtful planning today can make all the difference tomorrow. Contact us at [email protected] or (312) 714-6588 to schedule a consultation.

Life has a way of keeping us busy. Taking time now to make thoughtful decisions can help you feel more prepared for what...
09/21/2026

Life has a way of keeping us busy. Taking time now to make thoughtful decisions can help you feel more prepared for whatever comes next. Contact us at (312) 714-6588.

Estate planning is about making thoughtful decisions today, protecting what matters most, and preparing for the future. ...
09/18/2026

Estate planning is about making thoughtful decisions today, protecting what matters most, and preparing for the future. Contact us at (312) 714-6588 to schedule a consultation.

Sweet home
09/08/2026

Sweet home

Many people assume everything automatically goes to their spouse, but estate planning can be more complicated than that....
09/02/2026

Many people assume everything automatically goes to their spouse, but estate planning can be more complicated than that. Understanding how your assets are titled and who you've named as beneficiaries can help you make sure your plan reflects your wishes. Contact us at [email protected] or (312) 714 - 6588 to schedule a consultation.

You do not need to be wealthy to benefit from an estate plan. Estate planning is about making important decisions ahead ...
09/01/2026

You do not need to be wealthy to benefit from an estate plan. Estate planning is about making important decisions ahead of time, so your wishes are clear and your loved ones have guidance when they need it most. Contact us at [email protected] or (312) 714 -6588 to schedule a consultation.

The hardest part of estate planning is often taking the first step. Take the first step!Contact us at estatesteps@gmail....
08/07/2026

The hardest part of estate planning is often taking the first step. Take the first step!
Contact us at [email protected] or (312) 714 - 6588 to schedule a consultation.

Address

Homewood, IL
60430

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 8am - 2pm
Saturday 9am - 1pm

Telephone

+13127146588

Website

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