Charles is an Army veteran and recent client. He came to us for help because he wanted to maximize his Veteran’s benefits. He asked the common question, “What is TOD, and should I use it in my estate plan?” Specifically, he wanted to know more about Transfer on Death as a means of avoiding probate. [...]
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 [...]
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 [...]
By Brian G. Quinn Think Estate Planning for Young Couples can be ignored? Guess again. I'm an estate planning attorney in my thirties. Many of my friends and family are getting married and having children. They often ignore the subject of estate planning, thinking that "Estate planning for young couples simply isn't necessary." That's a [...]
You have most likely heard someone say that you should avoid probate. I often meet with clients who have experienced the probate of the property of their parents or some other relative. They are adamant that they want to spare their children the difficulties they themselves encountered. The problems most frequently mentioned are the [...]