Business Details
Trusted Estate Planning & Legal Services in Woodridge, IL
At Mosteller & Holmberg, we specialize in providing comprehensive legal solutions tailored to the unique needs of our clients in the Chicagoland area. Our practice focuses on estate planning, business planning, asset protection, elder law, and real estate, with a commitment to delivering personalized service that exceeds client expectations. We employ a collaborative approach, working alongside financial planners, tax advisors, and insurance professionals to create sophisticated estate plans that minimize taxes, reduce probate costs, and protect families.Our attorneys bring decades of combined experience, holding advanced designations such as Chartered Financial Consultant and Accredited Investment Fiduciary, ensuring clients receive expert guidance on wealth management and succession strategies. We prioritize long-term relationships through our Client Care Program, which includes secure document storage, plan updates, and ongoing support to adapt to evolving life circumstances.
Services
Estate Planning
Business Planning
Asset Protection
Elder Law
Real Estate
Highlights and features
- We offer highly customized estate plans tailored to your unique family needs.
- Our team collaborates with financial professionals for comprehensive wealth strategies.
- Experienced in minimizing taxes and probate administrative costs.
- Complimentary initial consultations for general estate planning clients.
- Ongoing Client Care Program ensures your plan adapts to life changes.
Associations and certifications
- Center for Fiduciary Studies
- The American College
Services
Estate Planning
Our estate planning services create customized strategies to protect assets, minimize tax liabilities, and ensure smooth wealth transfer. We draft wills, living trusts, and advanced directives while collaborating with financial advisors to align legal documents with long-term financial goals. Clients receive comprehensive guidance on probate avoidance and family protection.
Business Planning
We develop business succession plans to ensure continuity during ownership transitions. Our services include entity structuring, buy-sell agreements, and tax-efficient exit strategies tailored to small businesses and professional practices. We integrate legal frameworks with financial planning to safeguard business legacies.
Asset Protection
Our asset protection strategies shield personal and business assets from potential creditors. We utilize legal tools like trusts, limited liability entities, and insurance coordination to create robust defense mechanisms while maintaining compliance with evolving tax regulations.
Elder Law
We address legal needs for aging clients, including Medicaid planning, long-term care arrangements, and guardianship. Our approach preserves eligibility for benefits while protecting family assets through specialized trusts and coordinated healthcare directives.
Real Estate
Our real estate services cover property transfers, title issues, and investment structuring. We ensure seamless integration of real estate holdings into estate plans while addressing tax implications and ownership succession for residential and commercial properties.
People
James A. Mosteller
Founding Partner
James Mosteller, JD, ChFC, AIF, specializes in estate planning and tax law with over 25 years of experience. He authored 'If You Cant Beat em, Join em' and holds advanced financial planning credentials from The American College and Center for Fiduciary Studies.
Richard K. Holmberg
Partner
Richard Holmberg, JD, focuses on estate planning and asset management. Recognized as a Five-Star Wealth Manager, he combines legal expertise with investment advisory services to deliver holistic client solutions through Liberty Asset Management, Inc.
Questions
What areas do you serve?
We primarily serve clients throughout the Chicagoland area, including Woodridge, IL, where our main office is located.
Do you offer free initial consultations?
Yes, we provide complimentary initial consultations for general estate planning matters. Medicaid qualification consultations require a fee.
How do you handle ongoing plan maintenance?
Our Client Care Program includes document storage, periodic reviews, and implementation guidance to ensure your estate plan remains current with life changes.
What qualifications do your attorneys hold?
Our attorneys hold advanced credentials including Chartered Financial Consultant (ChFC), Accredited Investment Fiduciary (AIF), and Five-Star Wealth Manager recognition.
Can you help with business succession planning?
Yes, we specialize in creating tax-efficient business succession strategies, including buy-sell agreements and ownership transition frameworks.
