Protect Your Money

Estate and Philanthropic Planning

It’s more than your money. It’s your legacy.

You want to support your family. You want to build your community. You want to do something that lasts.

You can do all this in a way that positively alters your tax and estate situation. It’s how you help everyone win.

At Sentinus, we know that estate and philanthropic planning is a long-term, personal commitment. You want a team that understands the law, knows the regulations, and makes them work for you and your plans.

You’re going to build something. We’re the support team to get it done.

Estate and Philanthropic Planning Consultants Committed to You

Your family situation is unique. Your plans for your legacy are personal. Your thoughts on the future deserve to be taken seriously. At Sentinus, your estate and philanthropic planning ideas are never just a number in a book: they are the culmination of your life’s work. We work to make them happen.

By investing in a real, long-term commitment that is marked by both expertise and empathy, we help you formulate and realize your estate and philanthropic goals. We make sure that your taxes are secure. We help you realize the future by taking care of the present.

How Estate and Philanthropic Solutions Work For You

How do we create estate and philanthropic solutions that help your current tax situation and become realized in the future? By attention to detail.

We collaborate with you and your advisors to make a plan that can survive nearly any event.

  • Analyze current finances, insurance, legal documents, and more
  • Understand family scenario
  • Examine all estate and philanthropic gestures
  • Assess the situation in case of high-risk scenarios (death, divorce, long-term health issues, legal judgement, etc)
  • Recognize impact of these situations on taxes, cash flow, income, transfer, and family dynamics.
  • Build and implement a comprehensive strategy that works for you, your heirs, and other beneficiaries

Protect Your Money Now To Use It In The Future

If you want to leave a legacy, it’s important to plan for today. That’s what our comprehensive money protection services do.

Investment Management

Plan first. Build a portfolio. Be nimble and responsive. Enjoy.

Insurance Consulting

Resolve conflicts, solve tax issues, and manage insurance over time.

Business Succession

Chart the future of what you’ve built on your own terms.

Protect More. It’s How To Live a Fuller Financial Life

Protecting your money is just one part of our three-part strategy to maximize the rest of your life.

You’ve accumulated it. We’ll make sense of it, and make a plan.

Smart investments that help you reach your goals and live your life

You’ve worked too hard not to protect what you’ve earned for you, your family, and your legacy.

Estate and Philanthropic Planning in Illinois, Florida, and Everywhere

From our headquarters in Chicago and Florida, we help individuals and families across the country plan for their future. Your legacy can live on anywhere. We’re here to help you build.

Build Your Legacy By Planning For Everything

Estate planning and philanthropic giving works better when you know more. Let’s discuss your goals, and find the way to get there.

Connect with a Sentinus Advisor