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# Heritage Wealth Solutions

Preserving Your Legacy, Securing Your Future!

## Sitemaps

- [XML Sitemap](https://heritagewealthsolutions.net/sitemap.xml): Contains all public & indexable URLs for this website.

## Posts

- [Understanding Trusts: What They Are, How They Work, and Why You Might Need One](https://heritagewealthsolutions.net/understanding-trusts-what-they-are-how-they-work-and-why-you-might-need-one/) - What Is a Trust? A trust is a legal arrangement that allows a person (the grantor or settlor) to transfer assets—such as money, property, or investments—to be managed by a trustee for the benefit of one or more beneficiaries. Trusts are commonly used in estate planning to protect assets, control distributions, and minimize tax burdens.
- [How to Protect Your Legacy: The Importance of Estate Planning with a Trust Attorney](https://heritagewealthsolutions.net/title-how-to-protect-your-legacy-the-importance-of-estate-planning-with-a-trust-attorney/) - Did you know that most people accumulate wealth not during their lifetime, but through the assets they pass on to loved ones? Generational wealth is built at the moment of inheritance, making estate planning one of the most crucial steps you can take to secure your family’s future. Why You Need a Trust Attorney A
- [Can You Put Your Business in a Trust to Avoid Taxes? Here’s the Truth](https://heritagewealthsolutions.net/can-you-put-your-business-in-a-trust-to-avoid-taxes-heres-the-truth/) - One of the most common questions I see on social media:“Can I just put my business in a trust and avoid taxes?”It’s an important question—and the answer could save you from making costly mistakes. If you're a business owner looking to protect your assets, avoid probate, and minimize taxes, this article will break down what
- [Avoid a 40% Tax Hit: Why High-Net-Worth Families Need an ILIT Before the Estate Tax Exemption Drops in 2026](https://heritagewealthsolutions.net/avoid-a-40-tax-hit-why-high-net-worth-families-need-an-ilit-before-the-estate-tax-exemption-drops-in-2026/) - If you’ve worked hard to build a legacy and want your family to benefit from every dollar—not the IRS—now is the time to act. Right now, the federal estate tax exemption is at an all-time high: $13.61 million per person in 2024 (indexed for inflation from the 2017 Tax Cuts and Jobs Act). But unless
- [What is a Charitable Remainder Trust?](https://heritagewealthsolutions.net/what-is-a-charitable-remainder-trust/) - As a business owner, you’ve worked hard to build your success. But have you thought about how you can use your wealth to support your family while also giving back to a cause you care about? A Charitable Remainder Trust (CRT) is a smart estate planning tool that lets you do both. A Charitable Remainder
- [How a Trust Protects Family Wealth for Generations to Come](https://heritagewealthsolutions.net/how-a-trust-protects-family-wealth-for-generations-to-come/) - Building wealth is an incredible achievement, but protecting that wealth for future generations requires strategic planning. If you’ve recently built new wealth through real estate investing or business ownership, you’re likely thinking about how to secure your assets for your children and grandchildren. One of the most powerful tools for preserving family wealth is a
- [The Legacy You Built Deserves Protection: Why Every Business Owner Needs a Trust](https://heritagewealthsolutions.net/the-legacy-you-built-deserves-protection-why-every-business-owner-needs-a-trust/) - As a business owner, you’ve poured your heart, soul, and sweat into building something meaningful. Your business isn’t just an asset—it’s a testament to your vision, resilience, and dedication. But have you considered what happens to it when you’re no longer here to guide it? Without proper estate planning, all that you’ve worked for could

## Pages

- [Heritage Wealth Solutions](https://heritagewealthsolutions.net/) - Heritage Wealth Solutions, led by Michelle Gonzalez-Tyler, specializes in trust and wills services designed to secure your family's future.
- [Trust Planning Session](https://heritagewealthsolutions.net/trust-planning-session/) - No Obligation Explore your options freely with no pressure or commitment required. Personalized Attention Every session is tailored to your family’s unique circumstances and goals. Clear Next Steps Leave with an understanding of what your estate plan should include and how to get started. michelle@lifewillsandtrusts.com 201 Canterbury Lane B, Bolingbrook, IL 60440 michelle@lifewillsandtrusts.com 201 Canterbury
- [Blog](https://heritagewealthsolutions.net/blog/) - Tax Strategy Can You Put Your Business in a Trust to Avoid Taxes? Here’s the Truth Michelle Gonzalez-Tyler May 7, 2025 One of the most common questions I see on social media: Can I just put my business in a trust and avoid taxes? It’s an important question—and the answer could save you from making
- [Contact](https://heritagewealthsolutions.net/contact/) - Email michelle@lifewillsandtrusts.com Address Bolingbrook Promenade Estate Planning, LLC Meeting Address 201 Canterbury Lane BBolingbrook, IL 60440 Mailing Address 105 Canterbury Lane, #940Bolingbrook, IL 60440 Book a Session Schedule a personalized planning session to get started. Book a Planning Session Take the First Step Protecting your family starts with a single conversation. Here’s what you’ll gain:
- [Services](https://heritagewealthsolutions.net/trusts-and-wills-services/) - Protect your legacy with trusts and wills services from Heritage Wealth Solutions. From estate planning to powers of attorney, we ensure simplicity.
- [What happens to your family… if something happens to you?](https://heritagewealthsolutions.net/what-happens-to-your-family-your-assets-and-your-decisions-if-something-happens-to-you/) - I help families, business owners, and high-income earners protect what they’ve built, avoid probate, and create a legacy that lasts for generations. 👉 Schedule Your Legacy Clarity Meeting https://calendly.com/michelle-gonz-esq/1-hour-trust-planning-session Most people don’t avoid estate planning because they don’t care. They avoid it because they think they have time. But I’ve seen what happens when life

## Categories

- [Uncategorized](https://heritagewealthsolutions.net/category/uncategorized/)
- [probate](https://heritagewealthsolutions.net/category/probate/)
- [trust for business owners](https://heritagewealthsolutions.net/category/probate/trust-for-business-owners/)