Estate Planning for Missouri Families

Do you worry that estate planning will be time-consuming, confusing and expensive?

Advance Directive, Buy-Sell Agreement, Durable Power of Attorney, HIPAA Release, Irrevocable Trust, Living Will, Revocable Trust, Will – these are all different types of tools you may need for your estate plan depending on your personal situation.

And because your family is unique, a one-size-fits-all plan doesn’t work.

But how do you know if a lawyer is experienced in handling your unique needs, how the process will work and how much it will cost?

Do you know what to do after the documents are signed? 

And how you keep your estate plan current and up-to-date?

All this confusion might cause you to put off your estate planning because you fear you will make a bad decision or do it wrong. I believe that everyone deserves the peace of mind of knowing that their loved ones will be taken care of and their affairs are in order. This is why I developed the Core Planning Process.

My Core Planning Process eliminates the confusing legal mumbo-jumbo and identifies the essential steps to create an estate plan that can be upgraded or changed over time as your family situation and needs change.

Richard A. Russell
Attorney - CPA

My mission is to help Missouri families achieve the peace of mind that comes with knowing that their loved ones will be taken care of and their financial affairs are in order through my 3-step estate planning process-

#1 DOCUMENT the plan,

#2 DESIGNATE the right beneficiaries, and

#3 DISCUSS any changes annually.

We start with a phone call to answer any questions you may have about the process, get some basic information from you, and see if we are a good fit. It normally takes about 15 minutes unless you have a lot to discuss.

Next, we meet to review your personal situation and discuss alternatives. I normally use flat fees so that you know exactly how much your plan will cost. My fee depends on which documents you decide on and the complexity of your estate.

To make sure your property passes as you intend, I help you update your beneficiary, transfer-on-death, and pay-on-death forms. Copies of these forms, along with your estate documents, are stored in a secure online portal for easy access.

Annually we review any changes in your family situation, the property you own, or estate rules and laws which could require updates or changes to your plan. Our annual review makes sure your plan is current and up-to-date.

Frank & Donna, Springfield


It had been a number of years since we last updated our estate documents. We needed to make some changes and we wanted to make sure our documents were up-to-date. Richard was easy to work with and helped us set-up our online portal for easy access to our important documents. We recommend Richard if you need your estate documents updated.

Frank & Donna - Springfield

Dea & John, Mount Vernon


Richard was referred to us by our accountant. We were anxious because we didn’t have any estate documents and wanted to make sure our farm was protected. Working with Richard was painless and he helped us with a plan to not only take care of the farm but also make sure we will be taken care of.

Dea & John - Mount Vernon

Frequently Asked Questions

What is a Power of Attorney?

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...

Do I need a Will to avoid Probate?

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... 

Do I need a Revocable Trust?

A trust is a legal document that is used to hold, manage, and distribute your money and property for your benefit (if you are incapacitated) and your beneficiaries (after you die). Read More...

What is an Advance Directive?

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...

How long should I keep Financial Records?

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...

Charitable Giving Strategies

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...

FAQs for Women Entrepreneurs

Thinking about starting your own business? Important asset protection and business planning factors to consider before you make the commitment. Read More...

Stay Up-To-Date With Our Latest Posts

Scam artists are taking advantage of people’s concerns over the coronavirus pandemic to defraud them of money.According to the Federal Trade Commission (FTC), consumers reported losing more than $3.3 billion ...


​While the pandemic may have sidelined or stalled some of your financial goals, now is a good time to regain your focus.There’s no doubt about it — last year was ...


​Saving for retirement is not easy, but using your retirement savings wisely can be just as challenging.How much of your savings can you withdraw each year?Withdraw too much and you ...


Page [tcb_pagination_current_page] of [tcb_pagination_total_pages link='0']

Subscribe for Email Updates