Trust & Estate Planning
Serving Aurora, Illinois, in person — and all 50 states virtually.
A LIVING TRUST STRATEGY — included in your Pinnacle Private Wealth engagement and reviewed alongside your plan annually.
Protecting what you've built — with intention and precision.
- Revocable Living Trust
- Last Will & Testament
- Medical & Financial Power of Attorney
- Deed Retitling
- Beneficiary alignment & review
A LIVING TRUST STRATEGY
A living estate strategy — included in your Pinnacle Private Wealth engagement and reviewed alongside your plan annually.
This includes a Revocable Living Trust, Last Will & Testament, Medical Power of Attorney, Financial Power of Attorney, and Deed Retitling — coordinated and maintained as your life evolves.
- IRS: Estate tax
- IRS: Gift tax
- Illinois General Assembly: Illinois Trust Code (760 ILCS 3)
- Illinois General Assembly: Probate Act of 1975 (755 ILCS 5)
- Illinois General Assembly: Illinois Power of Attorney Act (755 ILCS 45)
- Illinois General Assembly: Illinois Estate and Generation-Skipping Transfer Tax Act (35 ILCS 405)
Last updated Oct 5, 2026
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Serving Aurora, Illinois and Beyond
The Pinnacle Group serves professional women, business owners, and educators in person in Aurora, Illinois — and virtually in all 50 states. Wherever you are, one coordinated strategy is within reach.
Our home base. Private wealth planning, tax strategy, and DAITT® advisory services for business owners and families.
Virtual engagements nationwide, anchored in Aurora, Illinois — wherever you are, one coordinated strategy.
"Distance doesn't limit strategy. Wherever you've built it — we'll help you protect it."
— Dr. Pat Pachciarz®, CEPA® · The Pinnacle Group