Trusts and Estate Planning

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?

2020-12-18T16:25:35+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 [...]

Protecting Your Family Business with the Right Legal Agreements

2020-03-19T19:04:14+00:00April 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 [...]

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

2020-03-19T19:02:46+00:00March 15th, 2015|

Eat your vegetables, but pay attention the estate planning fundamentals. 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. [...]

Is Your Business at Risk Without a Trust?

2019-01-22T21:08:01+00:00July 1st, 2014|

If you have no personal estate plan, chances are you have no Trust established to protect your business in the event of your absence, death or disability. Without a Business Trust, your loved ones may find themselves financially trapped. With a Trust, your business can continue to operate free of court interference. If something should [...]

Vacationing? Don’t Leave Home Without These Top 10 Legal Tips

2020-03-17T20:25:55+00:00June 15th, 2014|

Ahhh… vacation. Who doesn’t look forward to getting away from it all? But before you do, consider your family’s peace of mind in your absence and your increased risk as you fly, drive long distances, visit foreign locales and engage in outdoor activities. Make sure these legal documents are up-to-date: A Durable Power of Attorney [...]

When is the Best Time to Update My Estate Plan?

2020-03-17T20:17:32+00:00May 15th, 2014|

Life changes and with it, our plans. Marriage, divorce, home buying and selling, births, adoptions, deaths and health issues may bring about life changes that one cannot anticipate. That’s why it’s smart to review your estate plan about every five years, or following any significant life event. As well, tax laws change from time to [...]

Choosing a Guardian for Your Children

2020-03-17T19:52:40+00:00March 15th, 2014|

Who would raise your children if you could not? It’s a tough question, but proper planning creates peace of mind, in the unlikely event that you cannot care for your children. Your first step is to name a “personal guardian” for your children and one alternate in your Will. If something should happen to you, [...]

Revocable Versus Irrevocable Trusts – What’s the Difference?

2019-01-22T21:08:48+00:00February 22nd, 2013|

Revocable trusts and irrevocable trusts each do different things in estate planning. You have decided to move forward with an estate plan. You are interested in a trust, but what kind of trust is right for you?  You have a friend who tells you that “irrevocable trusts” are the way to go but the word [...]

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