Trusts and Estate Planning

TOD – How Does Transfer on Death Fit in Estate Planning?

2018-11-26T06:01:21+00:00

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. [...]

TOD – How Does Transfer on Death Fit in Estate Planning?2018-11-26T06:01:21+00:00

Remove the Mystery with a Letter of Instructions

2018-11-26T06:06:28+00:00

Will your family know what to do after you pass, or will it be a mystery? Don’t leave them with the frustration of being in the dark. When a loved one dies, no one wants to play hide and seek for critical documents and key information. Instead, leave a letter of instructions. Betty was recently [...]

Remove the Mystery with a Letter of Instructions2018-11-26T06:06:28+00:00

Is Your Financial Advisor Asking for a Power of Attorney?

2018-11-26T06:15:41+00:00

Tom and Alice are a young couple who recently completed their estate planning documents with us. Alice reached out to our office, asking about a call they recently got from their financial advisor. The advisor was requesting that Tom and Alice each provide a Power of Attorney for his file. Alice wanted to know if [...]

Is Your Financial Advisor Asking for a Power of Attorney?2018-11-26T06:15:41+00:00

Addressing Your Disabled Loved One’s Legal Needs

2018-11-22T15:55:23+00:00

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 [...]

Addressing Your Disabled Loved One’s Legal Needs2018-11-22T15:55:23+00:00

“Mom, What Does Irrevocable Mean?”

2018-11-22T15:22:19+00:00

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 [...]

“Mom, What Does Irrevocable Mean?”2018-11-22T15:22:19+00:00

What Happens to Your Family When You Die

2018-11-22T04:51:32+00:00

Everyone who knew Sam said, “He’s a great guy.” Sam was one of those people who seemed able to talk himself out of just about any situation. But when Sam suddenly passed away, his family found themselves with a mess on their hands, and no amount of talking would save them from spending an inordinate [...]

What Happens to Your Family When You Die2018-11-22T04:51:32+00:00

Eric Knew His Dad Shouldn’t Be Driving…

2018-11-26T04:03:45+00:00

It was late when the phone rang, but Eric knew from the tone of his father’s voice that the news was not good. “What is it, Dad?” Eric asked, afraid to hear the answer. “Eric, I’ve had a car accident. I’m fine, but there is some damage.” “Dad! That’s your 3rd accident in two months!” [...]

Eric Knew His Dad Shouldn’t Be Driving…2018-11-26T04:03:45+00:00

Buying a Home and Losing Sleep?

2018-11-22T16:02:27+00:00

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 [...]

Buying a Home and Losing Sleep?2018-11-22T16:02:27+00:00

How Jack Got His Financial Groove Back

2018-11-26T04:11:27+00:00

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 [...]

How Jack Got His Financial Groove Back2018-11-26T04:11:27+00:00

Are You Prepared for the Future? Really Prepared?

2018-11-26T06:17:17+00:00

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 [...]

Are You Prepared for the Future? Really Prepared?2018-11-26T06:17:17+00:00