Asset Protection

Six Things You Must Know About Revocable Trusts

2020-04-08T21:28:32+00:00February 25th, 2020|

To the average person, legal terms sound foreign. Intimidating. We get that. Don’t let legal jargon stop you from establishing a revocable trust. The benefits are too great to ignore. Steve, one of our younger clients, found out the hard way. His father passed unexpectedly, several years before retirement. With no trust in place, the [...]

Three Ways to Find the Joy of Annual Gifting

2019-12-17T23:01:33+00:00December 17th, 2019|

We have some of the best clients you could imagine. We admit to our bias, but it’s well deserved. We specialize in estate planning that’s designed to protect assets. Clients sometimes ask us about ways to give money to the people and the causes they care about. One couple related their satisfaction in doing something [...]

The Biggest Danger to Your Assets

2020-03-19T20:50:07+00:00September 19th, 2017|

Richard and Debbie came to us looking for help regarding their long-term outlook. In their fifties, they enjoyed great careers. They were living the proverbial dream, with assurance that their retirement years would live up to the promise they’d saved and planned for. Their future was predictably happy, with one important exception. Close friends, Alex [...]

Addressing Your Disabled Loved One’s Legal Needs

2020-03-19T20:29:43+00:00January 1st, 2016|

According to the Center for Persons with Disabilities, greater than one in five Americans is disabled. And while we often hear about programs to assist the disabled, little is said about addressing their legal needs. Special Needs Planning is the solution. What is Special Needs Planning? Special Needs Planning helps families address the legal needs of a [...]

“Mom, What Does Irrevocable Mean?”

2020-03-19T20:21:18+00:00December 1st, 2015|

Kids sometimes ask the strangest things, especially after watching TV ads. Eight year old Sally was watching TV one lazy Sunday morning when an interview aired between a local estate planning attorney and a news reporter. The topic was the irrevocable trust, a term Sally had never heard before. So she asked the smartest person [...]

What Happens to Your Family When You Die

2020-03-19T20:12:05+00:00November 2nd, 2015|

When Sam suddenly passed, his family found themselves with a real mess on their hands. Well liked by friends and associates, Sam was known to be the life of every party. But he was never keen on planning ahead. Because he'd never completed an estate plan, his family was forced to spend an inordinate amount [...]

Buying a Home and Losing Sleep?

2020-03-19T19:41:14+00:00September 1st, 2015|

Phil and his wife Marie began married life like many couples do – in a small apartment fit for two. As the years went by, the young couple’s dreams grew with their incomes. On their 5-year wedding anniversary, Phil broached the subject of buying their first home. Marie’s initial reaction was excitement. Sure, having more [...]

Dissolving Your Missouri Corporation

2018-11-22T04:54:47+00:00July 15th, 2015|

If you want to dissolve a corporation in Missouri, you’ll undertake several important tasks. Closing your state-registered business entity according to Missouri state laws is as much about protecting yourself from the reach of claimants as it is winding up important issues like final paperwork and taxes. Formally, the process is called dissolution. While some [...]

How Jack Got His Financial Groove Back

2020-03-19T19:29:05+00:00July 1st, 2015|

Going on vacation is not always easy, especially for Americans, who statistically take less vacation days than do workers in many other countries. Sometimes, returning from a vacation – getting back into one’s daily routine at home and at work – can be just as stressful. Jack found this to be true. Every time Jack [...]

Are You Prepared for the Future? Really Prepared?

2020-03-19T19:09:24+00:00April 15th, 2015|

As estate planning attorneys serving Missouri residents, we often talk about what it means to be truly prepared for the future. So many people, especially young adults, fail to grasp the importance of estate planning. They believe only wealthy individuals need estate planning, or they think, “I’m pretty healthy. What could go wrong?” In a [...]