"I want to leave my children enough that they feel they can do anything, but not so much that they do nothing." - Warren Buffet
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Who We Are
Margolis Weldon was founded in February 2015 with the promise of redefining the legal experience by helping people protect what they value most. While working together at an elder law firm, Matt and Lauren realized how cohesive their working relationship was and the similarity in their styles of estate planning and client advocacy. Matt and Lauren have an entrepreneurial spirit and a strong desire to be valued contributors to the fields of elder law and estate planning, while supporting clients and their families through some of life's most difficult transitions. More importantly, they understand how challenging it can be for people to talk about death and dying, and they are committed to making the planning process as comfortable as possible. Matt and Lauren's goal is to have their clients truly enjoy working with the firm while accomplishing their goals.
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What We Do
Margolis Weldon assists its clients with their Estate Planning and Elder Law needs, including Special Needs, Trust Administration, Decedent's Estates and Guardianship. The firm counsels clients from birth to death and ensures that their Estate Planning documents reflect the different stages of their lives. Margolis Weldon safeguards clients' legacies by confirming that Estate Planning documents are appropriately incorporated into their planning goals.
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Our Focus
Margolis Weldon reminds clients that it is never too early to have a long term care plan in place. As part of its work with clients in transition, the firm assists with obtaining Illinois Medicaid benefits and the VA Aid and Attendance Pension. Margolis Weldon supports clients in navigating the Probate process and assists with Trust Administration after a loved one passes away.
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Values
Margolis Weldon values integrity, enthusiasm, respect, compassion and determination. Matt and Lauren strive to have all of their interactions, not only with clients, but with professionals, peers and even each other, reflect their strong commitment to these values.
Our Team
Matthew R. Margolis
Matt simply enjoys helping people. When he fell into the practice areas of Estate Planning and Elder Law in March of 2011, he truly found his calling. Thinking he would miss the hustle and bustle of being in the loop, wearing a suit every day, and "fighting" in court, he soon realized that there was more to the practice of law.
Learn more about MattLauren A. Weldon
Lauren loves helping people protect what they value most by designing comprehensive estate plans. She also has a strong desire to assist seniors and their families in navigating the complexities of long term care planning.
Learn more about LaurenMichael Szczepaniak
Mike is our Office Manager. He has a passion for helping others and is always willing to lend a hand where needed.
Learn more about MichaelNatalie Geist
Natalie is our Medicaid Coordinator/Marketing Liaison. Her goal is to give families a peace of mind by helping them through the Medicaid process from start to finish.
Learn more about Natalie