Is Your Financial Advisor Asking for a Power of Attorney?

By |February 27th, 2018|

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 […]

Comments Off on Is Your Financial Advisor Asking for a Power of Attorney?

Addressing Your Disabled Loved One’s Legal Needs

By |January 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 loved one […]

“Mom, What Does Irrevocable Mean?”

By |December 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 she knew.

“Mom, […]

What Happens to Your Family When You Die

By |November 2nd, 2015|

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 […]

Eric Knew His Dad Shouldn’t Be Driving…

By |October 6th, 2015|

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 blurted out, […]

Buying a Home and Losing Sleep?

By |September 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 […]

How Jack Got His Financial Groove Back

By |July 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 went […]

Are You Prepared for the Future? Really Prepared?

By |April 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 word, […]

Protecting Your Family Business with the Right Legal Agreements

By |April 1st, 2015|

If you own a piece of your family business In Missouri, and you are married, it is vital to consult an estate planning attorney to protect your assets.

For example, do you know which types of property you should keep separate as a married person? Or how to prevent your interest in the family business from […]

Top 3 Estate Planning Concerns: A Checklist More Vital Than Groceries

By |March 15th, 2015|

It was a typical morning at Ellen’s house – find husband David’s socks, make breakfast, get the kids to school, and get to work on time. Estate planning concerns were the last thing on her mind. Stuck in traffic, Ellen focused on the day ahead. “What should I make for dinner?” she wondered. “Oh gosh, […]