Estate Planning for Missouri Families
Business Planning for Start-ups and Entrepreneurs
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Lynn & David, Springfield
We were referred to Richard by our insurance agent. Richard explained our options and worked with us to make sure the inheritance for our kids and grandkids was protected. We are relieved to know that there is a plan to take care of us and our family.
Priscilla, Springfield
I was referred to Richard by my financial advisor because I recently moved to Missouri and wasn’t sure if I needed to update my estate plan from 2014. Richard reviewed my plan with me and helped me understand the changes I needed to make. I recommend Richard if you haven’t updated your plan in a while.
James & Christa, Springfield
Being small business owners and not having children, we weren’t sure what kind of an estate plan we needed for our businesses and our assets. Richard guided us in deciding who could serve in the various roles under our estate plan and the best way to plan for each other and our assets. We recommend Richard if you have a complicated family situation and are confused about estate planning.
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
It's time for 2022 year-end tax planning! Here are some things to consider as you weigh potential tax moves between now and year-end.Defer income to 2023Consider opportunities to defer income ...
New retirement plan legislation that could benefit people with individual retirement accounts (IRAs) and workplace retirement plans (401(k) or 403(b)) is currently moving through Congress.The Securing a Strong Retirement Act ...
The new plan will cancel $10,000 in federal student loan debt for individual borrowers whose income is below $125,000 ($250,000 for married couples) in 2020 or 2021, plus another $10,000 ...
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