Robert J. Kolasa, Ltd.

- 950 N Western Ave Suite 210, Lake Forest, IL 60045

In today's complex financial world, planning for the future is more critical than ever. Whether you are an individual, a couple, or a family, ensuring that your assets are protected and your wishes are honored requires the guidance of a trusted and knowledgeable professional. For residents of Illinois, navigating the intricacies of estate planning and financial management can be a daunting task. This is where Robert J. Kolasa, Ltd. distinguishes itself as a premier resource. Located in Lake Forest, this firm is not just a law office; it is a dedicated partner committed to helping clients build a secure and prosperous future. With a unique background that combines legal expertise with financial acumen, Robert Kolasa offers a level of service that is both thorough and highly personalized.

Robert J. Kolasa, Ltd. is a specialized practice focusing on estate planning, trust administration, and financial guidance. Robert Kolasa’s professional journey began as an attorney in the IRS Office of Chief Counsel in Washington, D.C., where he developed an advanced understanding of the Internal Revenue Code. This experience, combined with his Illinois CPA license, provides him with a rare and powerful dual perspective. He understands the legal framework of estate planning and the tax implications of every decision, a combination that is invaluable for his clients. Since establishing his own firm in 1993, he has dedicated himself to creating custom-tailored estate plans that address the unique needs and goals of each individual. He is known for his "straight talk" and ability to explain complex legal and financial concepts in a clear, professional, and understandable manner, as noted by his satisfied clients.

The firm's philosophy is rooted in a highly personalized approach. Robert Kolasa takes the time to listen to his clients, meticulously explaining all reasonable and practical options. He does not use one-size-fits-all forms but instead drafts documents that reflect the individual circumstances of each client. This attention to detail and unwavering commitment to client education ensures that every person who walks through his door is fully cognizant of what they are signing and why. For anyone in Illinois looking for an estate planning attorney who will provide a high degree of specialization and a deep level of care, Robert J. Kolasa, Ltd. is an exceptional choice.

Robert J. Kolasa, Ltd. is conveniently located at 950 N Western Ave Suite 210, Lake Forest, IL 60045, USA. This accessible location makes it easy for residents in Lake Forest and the surrounding Illinois communities to schedule in-person consultations. The firm is dedicated to providing an accessible environment for all clients, featuring a wheelchair-accessible entrance, a wheelchair-accessible parking lot, and a wheelchair-accessible restroom. These thoughtful accommodations ensure that every client can visit the office comfortably and with ease. The firm understands that convenience and comfort are key components of a positive client experience, especially when discussing sensitive financial and legal matters. To provide dedicated attention to each client, appointments are recommended, ensuring that your time with Robert Kolasa is focused and productive.

The firm's central location in Lake Forest, combined with its commitment to accessibility, makes it a welcoming and practical choice for anyone seeking expert financial and estate planning guidance in the region. Whether you are looking to prepare for your family's future or address the complexities of an existing estate, the journey begins with an easy and accessible visit to their office.

Robert J. Kolasa, Ltd. offers a comprehensive suite of services that are essential for securing one's financial future. His expertise as both an estate planning attorney and a financial consultant allows him to provide integrated and strategic advice. The services provided include:

• Estate planning for wills, living trusts, and testamentary trusts
• Financial and tax planning to minimize tax burdens and preserve wealth
• Probate and trust administration to assist executors and trustees
• Asset protection strategies to shield assets from creditors
• Preparation of legal documents such as powers of attorney and living wills
• Structuring of various types of trusts, including revocable, irrevocable, dynasty, and special needs trusts
• Creation of charitable trusts and private foundations
• Guidance on business-related agreements like buy-sell agreements and stockholder agreements
• Solutions for complex issues such as generation skipping transfer and capital gains taxes
• Initial legal consultations to assess client needs and goals

This extensive list of services highlights the firm's ability to handle the full spectrum of estate and financial planning needs. From the most basic will preparation to complex tax-saving strategies for high-net-worth individuals, Robert Kolasa's background as a CPA and former IRS attorney gives him a unique advantage in providing holistic and effective solutions. He enjoys helping executors, trustees, and guardians fulfill their fiduciary responsibilities, which shows his commitment to a comprehensive service model that extends beyond just drafting documents.

Several key features and highlights make Robert J. Kolasa, Ltd. a highly recommended choice for estate planning and financial guidance in Illinois:

• Dual Expertise: Robert Kolasa holds a CPA license from Illinois and has a background as an IRS attorney. This dual expertise provides a powerful advantage, ensuring that all planning is not only legally sound but also tax-efficient.
• Customized and Personalized Approach: Unlike firms that use boilerplate documents, Robert Kolasa takes a personalized approach to every client. He drafts custom-tailored plans that meticulously address the unique circumstances and goals of each individual and family.
• Client-Centered Education: Clients praise Robert for his ability to explain complex legal and financial concepts thoroughly and professionally. He ensures that clients understand the "why" behind every provision in their documents.
• Highly Competent and Knowledgeable: Testimonials from satisfied clients consistently highlight his high level of competence and knowledge, particularly in structuring trusts to save taxes and provide asset protection benefits.
• Free Initial Consultation: The firm offers an initial consultation, allowing potential clients to meet with Robert Kolasa and discuss their needs without any initial financial commitment. This is a valuable opportunity to experience his expertise firsthand.

These features underscore the firm's dedication to providing a high-quality, professional, and trustworthy service that goes above and beyond client expectations.

For those interested in securing their financial legacy, Robert J. Kolasa, Ltd. is ready to help. The office is located at 950 N Western Ave Suite 210, Lake Forest, IL 60045, USA. You can contact them by phone at (847) 234-6262 to schedule an appointment. Since appointments are recommended, calling ahead will ensure you receive the dedicated time and attention you need to discuss your estate planning or financial consulting needs in detail. Take the first step toward peace of mind by reaching out to this trusted professional.

Choosing an estate planning attorney is one of the most important financial decisions you will make. For residents in Illinois, Robert J. Kolasa, Ltd. is a standout choice for a multitude of reasons. The firm's foundation is built on Robert Kolasa's unique and formidable background as both a certified public accountant and a former IRS attorney. This combination is not just impressive on paper; it translates directly into tangible benefits for clients, such as strategic tax savings and robust asset protection. The glowing reviews from clients speak volumes about his professionalism, thoroughness, and ability to create documents that truly serve their needs. They feel confident that their legacy and their children's futures are in the best possible hands. His commitment to explaining every detail in a straightforward manner empowers clients to make informed decisions about their own financial and legal affairs. Unlike many legal practices, Robert Kolasa's firm places a strong emphasis on personalized service, ensuring that no two estate plans are ever the same. His active role in the Lake County Estate Planning Council and frequent lecturing demonstrate his ongoing commitment to his field and his community. By choosing Robert J. Kolasa, Ltd., you are not just hiring a lawyer; you are engaging a trusted advisor who will meticulously work to protect your assets, minimize your tax burden, and provide you with the peace of mind that comes from a well-prepared plan for the future. His proven competence and genuine care for his clients make him an invaluable partner for anyone in Illinois looking to secure their financial legacy.

Robert J. Kolasa, Ltd.

950 N Western Ave Suite 210, Lake Forest, IL 60045, USA