Waypoint Estate & Business Planning

Our Vision

Waypoint Estate & Business Planning empowers individuals and families to confidently navigate life's transitions and safeguard their futures through comprehensive estate and business planning solutions. Founded in 1989, we have proudly served the greater Chicago area, building lasting relationships with clients from Lake County, Cook County, DuPage County, and McHenry County.

Our Team

Led by Donald G. Olsen, a seasoned attorney with over three decades of experience, Waypoint boasts a team of professionals who are dedicated to understanding your unique needs and goals. We are committed to working collaboratively with clients, alongside other professionals like financial planners and accountants, to develop tailored plans that address your specific circumstances.

Our Expertise

We offer a comprehensive range of services across various legal and financial planning areas, including:

**Estate Planning

• Developing comprehensive estate plans including wills, trusts, and power of attorney
• Ensuring proper asset protection through various strategies
• Guided discussions about estate taxes and financial planning
• Planning for incapacity through living trusts and power of attorney

**Elder Law & Medicaid Planning

• Navigating Medicaid eligibility requirements
• Crafting plans to protect assets from nursing home costs
• Developing plans to safeguard your future and maintain independence

**Special Needs Planning

• Providing legal guidance to families with children or loved ones with disabilities and special needs
• Collaborating with special needs professionals to develop comprehensive plans including guardianship, special needs trusts, and government benefits

**Additional Services

• Business planning and succession planning
• Probate and estate administration
• Financial planning and asset preservation

Our Approach

We take a personalized and client-centered approach to every engagement. We believe in open communication, collaborative brainstorming, and fostering trust with our clients. We make the planning process accessible and understandable, guiding you through each step in a clear and compassionate manner.

Our Commitment

Our mission is to empower our clients with the knowledge, guidance, and security they need to navigate life's complexities and protect what matters most. We are dedicated to providing exceptional client service, ensuring your experience is positive and seamless.