Anselmo Lindberg Oliver

Anselmo Lindberg Oliver

Everything You Need To Know About 529 Plans

Everything You Need To Know About 529 Plans

Who Can Benefit From 529 Plans and How To Decide If They’re Right For You
A 529 Plan is an education savings plan designed to help families set aside funds for future college costs. These tax-advantaged savings plans have big benefits for families planning for their children’s futures,  yet most Americans …

Estate Planning for Your Pets

Estate Planning for Your Pets

How to account for your furry friends with estate planning
The vast majority of Americans consider their pets to be a member of their family. In fact, according to a Harris Poll, 62% of Americans own a pet, and ownership was highest among Generation X (71%) followed by Millennials (65%).
What would …

Adopt-a-Highway ALO

Adopt-a-Highway and ALO

Anselmo Lindberg Oliver Receives Certificate of Appreciation from DuPage County’s Adopt-a-Highway Program
Anselmo Lindberg Oliver is a proud supporter of our community, working to keep the places we live clean and safe. Recently, we were awarded by DuPage County for our participation in their Adopt-a-Highway program. We are honored to be …

Choosing an Executor for Your Estate

Choosing an Executor for Your Estate

Trusting someone to handle your personal and financial dealings after your death is not a decision to take lightly. We made this checklist so you can be certain you’ve found the best executor to handle your estate.

Estate Planning for Special Needs

Caring for a child or loved one with special needs means taking extra precautions when it comes to estate planning. Not only is this person likely dependent on you in some capacity from a physical and financial standpoint, but may require additional support even after you are no longer around …