Wills Trusts and Estate Planning

Set Aside More for a Special Needs Child?

By |August 21st, 2017|

 

Estate planning isn’t always straightforward. Some family situations present difficult questions that can’t be answered very easily. Such is the case when a couple (I’ll call them Bob and Marie) were in my office asking how to provide for Jenny, their special needs child.

At the moment, they weren’t facing a legal challenge as much as […]

Planning for Seniors with Special Needs

By |April 24th, 2017|

Developmental Disabilities on the Rise

What kind of preparations are important to make for aging adults with developmental disabilities? Because we’re seeing more children in these situations, we also expect to see adults, and aging adults with special needs.

With autism, for example, reported to be on the rise, it’s a good thing that more is known […]

Blended Families and Estate Planning

By |September 14th, 2016|

I’m often asked about the many situations that arise related to estate planning and blended families. The number of different scenarios and needs that present themselves is almost innumerable. Clients describe their situation and then pose the question, “What should we do?” While I can’t tell them what to do, I can share whatever legal […]

Does Your Facebook Have an Afterlife?

By |February 16th, 2016|

Stan is a client who came to my office and shared some great stories about an old friend who had passed away a couple years ago. We both got a chuckle over some of their high school antics. Stan went on to talk about how strange it was that he still got notices of his […]

“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, […]

Phil and Marie Are Buying a Home – But They Didn’t Figure on 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, […]