Waterloo Estate Planning Lawyers

With a focus on estate planning and administration, Marjorie A. Harris works closely with individuals and families who are seeking ways to provide financial security for today and protect their assets for the next generation. In addition to advising clients on trust and estates and tax planning matters, Marjorie's practice also includes the establishment and representation of nonprofit and charitable organizations, and charitable gift planning. A magna cum laude graduate of Brown University, Marjorie earned a Bachelor of Science with a concentration in applied mathematics and was elected to Phi Beta Kappa honorary society. She went on to earn...

Forrest Heyman joined the firm as a summer associate in 2011 and became an associate attorney following his admission to the Illinois Bar in 2012. His areas of practice include business planning, corporate transactions, real estate, and estate planning and administration. Forrest is a locally-raised attorney with an international perspective. Hailing from Paxton, Illinois, Forrest attended Butler University from 2005 to 2008, where he earned a bachelor of science in economics, with honors. Following a semester in Hong Kong, Forrest was named Sigma Nu National Man of the Year and joined The Boeing Company in Seattle, Washington, where he...

Alex was born in Galesburg, Ill., and has lived in rural western and central Illinois throughout his life. He attended Knox College in Galesburg, graduating in 2011 with a double major in History/Political Science. Prior to law school, Alex worked as a special education aide at West Central High School in Biggsville, Ill., where he coached the football and track teams.Alex earned his J.D., cum laude, in 2016 from the Saint Louis University School of Law. Alex married his wife Joni in October 2021. They live in the Groveland area along with their two dachshunds and two cats. They welcomed...

Jason Taken is a Navy Veteran turned Estate Planning and Probate attorney. Jason serves Cook County and the broader Northern Illinois areas.

Melissa has been with Snyder, Park, Nelson & Schwiebert, PC as Of Counsel since June 2010. Her practice focuses on Elder Law & Long-Term Care Planning, Disability Planning and Estate Planning. She received her J.D. from Southern Illinois University College of Law in 1993 after receiving her Bachelor of Science degree in Anthropology at Illinois State University in 1990. She is a member of the Illinois State Bar Association and the National Academy of Elder Law Attorneys and is a Veterans Administration Accredited Attorney. She was admitted to practice law in Illinois in 1993 and Iowa in 1994 (currently inactive)....