Waypoint Estate & Business Planning

At Waypoint Estate and Business Planning, we have been helping families and professionals navigate complex estate and business planning issues for over twenty years. As a boutique law firm, we pride ourselves on providing personalized attention to each client, working closely with other attorneys, financial planners, accountants, and insurance professionals to achieve our clients' unique goals.

Our Mission

Our mission is to provide our clients with peace of mind, knowing that their loved ones will be protected and provided for, should anything happen to them. We achieve this through a comprehensive approach to estate and business planning, incorporating legal, financial, and tax strategies to ensure our clients' goals are met.

Our Services

We offer a range of services, including:

Estate Planning: We work closely with our clients to create customized estate plans, ensuring that their wishes are respected and their assets are protected.

Elder Law and Medicaid Planning: We help seniors and their families navigate the complex process of applying for Medicaid, ensuring they receive the benefits they need to maintain their quality of life.

Special Needs Planning: As parents ourselves, we understand the unique challenges faced by families with special needs children. We work closely with families to create customized plans, providing for their loved ones' care and well-being.

Probate and Estate Administration: When a loved one passes away, we provide guidance and support through the probate and estate administration process, ensuring that their wishes are carried out.

Business Planning: We work with business owners to develop comprehensive plans, ensuring the smooth transition of their businesses and protecting their assets.

Our Approach

At Waypoint Estate and Business Planning, we take a collaborative approach to planning, working closely with our clients and other professionals to achieve our clients' goals. Our experience, expertise, and commitment to exceptional service set us apart from other law firms.

Meet Our Principal Attorney

Our principal attorney, Donald G. Olsen, has over 30 years of experience in estate and business planning. A member of the American Academy of Special Needs Planners and other national organizations, Don has extensive knowledge of the legal issues facing special needs families. His personal experience as a parent of a child with special needs gives him a unique understanding of the challenges families face.

Why Choose Waypoint Estate and Business Planning?

We offer a unique combination of expertise, experience, and compassion, setting us apart from other law firms. Our commitment to personalized service, attention to detail, and unwavering dedication to our clients' needs make us the trusted advisors for families and professionals in the greater Chicago area.