"The process of starting
a new business can be quite overwhelming, especially for
someone with no prior business training or experience.
Luckily I was able to work with Lindsey during the formation
of my LLC. She clearly explained the financial and legal
ramifications associated with different business entities,
allowing me to devise a personalized business plan that
provided maximal asset protection. Her expertise and professionalism
allowed me to focus on building clientele and getting my
business off the ground."
- Dave, Ithaca, NY |
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"I had no intention of creating an estate plan.
I am a simple man with one concern... taking care of my
family. I had a basic will, and didn't see the need to
complicate matters. However, Lindsey explained how and
why my beneficiaries would save time and money with regards
to legal costs, paper work, and tax saving benefits if
I had a living trust. It made sense, and she was very easy
to work with. She handled all the paper work, and walked
me through every decision that needed to be made, even
with regards to my dog. It’s nice to know that my kids
will benefit from my assets without having to pay excessive
costs to the government. Everyone should have the pleasure
of working with a patient and understanding estate attorney
such as Lindsey."
- Brad |
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"There’s a misconception
that estate planning, and especially the creation of a
trust, is just for the rich, but really it’s for everyone.
Lindsey Markus was able to explain all my options in terms
of estate planning in a clear and understandable way. She
drew up a Trust at a very reasonable cost that will ensure
that my family will be provided for as intended, with the
additional benefit of avoiding probate. Since the Trust
was written I have continued to receive prompt, courteous
and knowledgeable attention from Ms. Markus whenever I
have questions or issues."
- Susan, New York, NY |
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"I am very pleased with
my Trust and Will that you prepared for me. While my daughter
and I sat with you to prepare the documents, all our questions
were answered in layman's terms so that we could understand
the importance of having the documents finalized. Thanks
again. I will certainly let others know about your service."
- Carol, Venice Beach, FL |
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"I am a stay at home mom
with 2 small boys and naturally my top concern is family.
I suddenly realized my family was unprepared in the event
something should happen to us. Lindsey really explained
in detail how to best protect our family, our assets all
the while minimizing the amount of money the government
would be taking from our family. She took us through step
by step so we could really understand and grasp how we
were going to be protected. She handled everything for
us from the paperwork to the execution of our estate and
wills. It was such a pleasure working with Lindsey, she
is extremely professional, efficient and most of all caring.
I am so relieved to know our assets are in order and that
our children are going to benefit from her expertise!"
- Jolie |
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"After the complexities
of divorce, entering into a second marriage can be a struggle.
I wanted to provide for my children and to protect my assets
and knew that I needed a prenuptial agreement. Lindsey
took care of the details and handled everything with tremendous
sensitivity. I was very pleased with her work and professionalism.
However, perhaps most telling is the fact that Lindsey
impressed and gained the respect of my wife during difficult
negotiations."
- Anonymous |
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"Although none of my children
are married, I felt it was my responsibility to protect
my children in case their future marriages did not work.
I am thrilled that Lindsey encouraged me to set up Children's
Trust before any of my children were married to avoid any
future conflict or misunderstanding. She is wise beyond
her years and addresses complex family issues with tremendous
sensitivity."
- Jessica |
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"I have property that
I wanted to pass to my kids. Lindsey helped me structure
a family limited partnership to transfer the property to
my children over time. The FLP has allowed me to give 25%
more on annual basis than I otherwise would have been able
to. In addition, if I die tomorrow, just by having this
in place, my heirs can take a discount on the value of
this property and save a lot in taxes."
- Peter J. |
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"After Lindsey set up
an asset protection structure for me I took my first vacation
in more than 10 years."
- Anonymous |
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"Lindsey's presentation of our options was so clear,
that for the first time I was able to really understand
how to best guard our assets for each other and our children.
With her help, I finally feel that our estate is in order,
and our family will be protected."
- Matt & Abby |
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"We had both been working very
hard for many years so that our future would be intact.
Despite our years of education and financial management
experience, the intricacies of long term estate planning
were very foreign to us. Lindsey graciously spent time
to understand all of our desires for each other and our
children. She swiftly and concisely educated us on how
to utilize the legal options available so that our family
would be safe and cared for in years to come. Lindsey is
creative, insightful, personable and trustworthy. It was
a real pleasure working with her to care for our family."
- Brian & Julie |
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"I knew nothing about
an ILIT before meeting with Lindsey. I was shocked my prior
estate planning attorney never mentioned that my life insurance
death benefits would be taxable. And I was more than disappointed
that my insurance agent never disclosed this.
At our first meeting, Lindsey reviewed my asset portfolio and informed me that
my life insurance benefits would be taxable under my old estate plan. Upon Lindsey's
advice, I immediately had her draft an ILIT. As a result of just transferring
my $750,000 policy to an ILIT, Lindsey saved me more than $375,000 in estate
taxes. Needless to say, I was quite pleased."
- Bob S., Highland Park, IL |
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"Lindsey quickly assessed our
estate planning situation and made several recommendations
for us to consider. We were extremely comfortable dealing
with Lindsey, as we found her to be intelligent, professional
and extremely personable. We would highly recommend Lindsey
to anyone looking for an attorney."
- Dave and Phyllis, Mokena, Illinois |
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"Lindsey handled all my
estate planning, will, trust, etc. From consultation
to final document execution, Lindsey was extremely professional
and showed excellent follow up. Her dual MA and Law Degree
are impressive but more important are the people skills
she possesses when working with clients on such an important
matter as estate planning. I sleep much better at night
knowing I am covered and most importantly my son's future
is in good hands in the event something were to happen
to me. Lindsey receives my highest endorsement if any
of you are looking for estate planning consultant."
- B.A., Chicago, Illinois |
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"Lindsey P. Markus helped us
complete our estate planning documents and is very thorough,
easy to work with and timely. The work that Lindsey did
reached a higher standard. We commend her for her work
and would be happy to recommend her to our family and friends.
We have such peace of mind now, and we feel grateful to
have Lindsey who cares as much as we do about our estate."
- John and Julie S., Frankfort, Illinois |
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