Mosteller & Holmberg PC

At Mosteller & Holmberg, P.C., we are dedicated to providing comprehensive estate planning, asset protection, elder law, and real estate services to individuals and families throughout the Chicagoland area. Our practice is built on delivering highly personalized estate plans that cater to our clients' unique needs and goals.

Our Team

Our attorneys, James A. Mosteller and Richard K. Holmberg, are experienced professionals with a deep understanding of estate planning, tax, and estate/trust administration. Mr. Mosteller holds the Chartered Financial Consultant (ChFC) professional designation and is an Accredited Investment Fiduciary (AIF) from the Center for Fiduciary Studies. Mr. Holmberg is a licensed insurance producer and an investment adviser representative with Liberty Asset Management, Inc.

Our Services

We specialize in a range of services designed to help individuals and families protect their assets, plan for their future, and navigate the complexities of estate planning, asset protection, elder law, and real estate. Our services include:

• Estate Planning: We create customized estate plans that consider our clients' unique situation, goals, and concerns. Our team will work with you to develop a comprehensive strategy that meets your needs and provides peace of mind for your loved ones.
• Asset Protection: We help individuals and families protect their assets from lawsuits, creditors, and other potential threats. Our experienced attorneys will work with you to develop a customized asset protection plan that meets your specific needs and goals.
• Elder Law: Our team is dedicated to providing guidance and support to seniors and their families as they navigate the complexities of aging. We offer expertise in areas such as Medicaid planning, Veterans' benefits, and long-term care planning.
• Business Planning: We help business owners develop a comprehensive business plan that considers their business goals, financial situation, and tax obligations. Our team will work with you to create a customized plan that meets your specific needs and goals.
• Real Estate: We provide expert guidance on all aspects of real estate, including property purchases, sales, and leasing. Our team is dedicated to helping individuals and families navigate the complex landscape of real estate transactions.

Estate Planning

Estate planning is not just about creating a will or a trust - it's about creating a comprehensive plan that ensures your wishes are carried out after your passing. At Mosteller & Holmberg, P.C., we believe that estate planning is an essential part of the planning process. Our team will work with you to develop a customized estate plan that considers your unique situation, goals, and concerns.

Estate Plan Maintenance

Estate plans are not static documents - they require regular maintenance to ensure they remain effective over time. Our team offers expert guidance on estate plan maintenance, ensuring that your plan remains relevant and effective in the face of changing circumstances, laws, and regulations.

Conclusion

At Mosteller & Holmberg, P.C., we are dedicated to providing exceptional legal services to individuals and families in the Chicagoland area. Our experienced attorneys are committed to delivering personalized, high-quality representation in the areas of estate planning, asset protection, elder law, and real estate. We invite you to explore our website further to learn more about our services and how we can help you achieve your goals.