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.
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.
Tom & Anna, Kimberling City
We were referred to Richard by our life insurance agent. Because we are a second marriage and own a business with our kids, we weren’t sure of the best way to plan for our kids and property. Richard explained our options and helped us come up with a plan that makes sure we, the kids and the business are taken care of.
Diana & Don, Hollister
We were referred to Richard by our longtime financial advisor as part of our financial review. Richard identified some areas and options to simplify our estate and make things easier for our beneficiaries. We recommend working with Richard to review your estate when you update your financial plan.
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