25444 Shannon Drive
Manhattan, IL 60442

Patricia L. Lucas

(815) 478-0093

 

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

 

Related Content

Your Changing Definition of Risk in Retirement

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

Coaches

Coaches

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

Counteracting Capital Gains with Tax-Loss Harvesting

Counteracting Capital Gains with Tax-Loss Harvesting

You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.