Financial Planning for Tax & Retirement
Chicago Financial Advisor, CFP® and CPA
Karl W. Blovet & Associates, Ltd.
As Certified Financial PlannerTM and Certified Public Accountant certificants, Karl W. Blovet & Associates, Ltd. has a full range of knowledge, experience and services to offer Chicago area individuals and small businesses in the areas of financial planning, retirement planning, investment planning, tax planning, education planning and accounting.
Our mission as your Chicago financial advisor is to provide the highest quality services in the investment, tax, retirement and accounting sectors for individuals and small business owners in Chicago. Based upon our experience, technical competence, analytical ability, professional objectivity, and integrity we are uniquely qualified as a financial planner and a accountant to provide these services to our clients. We have a passion for people and a passion for great ideas and creative solutions.
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Key Estate Planning Issues
Health care durable powers of attorney. Designates an agent to make health care decisions only after a physician determines that a person is incapacitated and unable to communicate decisions. All members of your family who have attained the age of majority should have signed and updated health care durable powers of attorney.
Durable powers of attorney for financial affairs. Designates an agent to be in charge of your financial affairs should you lose the ability to handle your affairs due to a disability or due to becoming incapacitated.
Wills. Spells out your desired beneficiaries and how your assets will be transferred (other than those assets that pass through trust, by contract, or by joint tenancy) upon your death. […]
