Estate Planning for Missouri Families
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Manuel, Springfield
There were some pretty significant changes to my family situation, and I wasn’t sure whether my estate plan took care of these new circumstances. Richard developed a new plan that makes sure my family is taken care of. I am confident that things will be handled correctly when I am gone.
Jason & Jennifer, Springfield
We were referred to Richard by our financial advisor. Having worked with our mother through her estate plan, we knew that having a plan makes an already difficult situation much easier on everyone. Richard explained our options and helped us come up with a plan that takes care of us and our kids. We recommend Richard if you are ready to get your affairs in order.
Tegan & Matthew, Nixa
We were referred to Richard by our financial advisor to get an estate plan. We have a number of different business activities and wanted to make sure our young kids were taken care of if something happened to us. Richard explained our options and helped us put together a plan for us and our kids. We recommend Richard if you don’t yet have an estate plan.
Frequently Asked Questions
A power of attorney is a legal document that allows one person, called an agent, to act on behalf of another, called the principal. Another name for agent is "attorney-in-fact." Read More...
A Will is a legal document that is used in probate to distribute your assets to your beneficiaries after you die. It is also used to name a guardian and conservator to care for your minor child. Read More...
An advance directive is a legal document that provides direction regarding your health care if you become incapacitated. It's also called a living will or a health care directive. Read More...
You can do well by doing good. Charitable giving rewards you in many ways. It gives you a sense of personal satisfaction, and it can save you money in transfer taxes. Read More...
Thinking about starting your own business? Important asset protection and business planning factors to consider before you make the commitment. Read More...
An important part of managing your personal finances is keeping your financial records organized. By taking the time to clear out your records, you’ll be able to find what you need exactly when you need it. Read More...
Stay Up-To-Date With Our Latest Posts
Explore your 2024 Social Security statement’s new format and learn how to access it online to get your personalized benefit estimates and earnings history. Social Security plays a crucial role ...
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Learn about the required minimum distribution rules for various beneficiaries, including spouses, EDBs and NEDBs, and how they impact your loved ones. Understanding the rules for required minimum distributions (RMDs) is ...
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