James C. Provenza & Associates, PC

Dedicated Estate Planning for Chicagoland Residents

James C. Provenza & Associates has proudly served Chicagoland residents for over 30 years, guiding them through the intricate process of estate planning and preservation. We understand the complexities of legal and tax regulations, and we leverage our expertise to create customized plans that safeguard your assets, protect your legacy, and ensure your wishes are honored.

A Comprehensive Approach to Estate Planning

Our personalized plans go beyond simple wills. We offer a comprehensive array of services to address all aspects of estate planning, including:

Estate Planning and Administration

• Creation of wills, trusts (living, revocable, and irrevocable), and other legal documents.
• Succession planning and asset protection strategies.
• Guidance through the probate process.
• Trust administration support.

Tax Optimization and Planning

• Comprehensive review of your financial situation.
• Personalized strategies to minimize estate tax burden.
• Guidance on retirement planning and gifting strategies.

Specialized Services

• Charitable planning and trust establishment.
• Guardianship and conservatorship arrangements.
• Healthcare directive (power of attorney) preparation.
• Review and updates of existing estate plans.

Experience and Expertise

Attorney James C. Provenza brings over 20 years of legal experience to the firm. He is a certified public accountant (CPA) as well as a lawyer, offering a unique combination of expertise in both tax and estate planning. This allows him to provide clients with comprehensive and well-rounded guidance.

Client-Focused Approach

We prioritize open communication and collaboration with our clients. We take the time to understand your individual needs, goals, and concerns. Our team will work alongside you to create a personalized plan that aligns with your unique circumstances and aspirations.

Contact Us Today

When it comes to securing your legacy and protecting your loved ones, choosing the right estate planning attorney is crucial. Contact James C. Provenza & Associates today to schedule a consultation and discuss your estate planning needs.