Estate Planning for Missouri Families
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You want a plan to make sure your loved ones are taken care of and your affairs are in order but...
you don’t know what is best for your family,
where to start,
or maybe even the right questions to ask,
and how much it will cost.
Which probably makes you feel confused, overwhelmed and maybe even a little powerless.
I look forward to working with you so that you can stop worrying about leaving your loved ones unprepared for one of the most emotional and stressful times in life.
If you are like most people, you want a plan to make sure your loved ones are taken care of and your affairs are in order but you have put it off for a long time.
And and it feels like you are carrying the weight of the world on your shoulders when you think about all the decisions to be made.
I can help!
I walk you through the process one step at a time, teach you what you need to know, make sure you understand the ins and outs of your plan, and give you the support and tools you need.
Click the button or leave a message in the website chat to schedule your no-charge initial phone call and get your questions answered
Richard & Judy, Springfield
Richard was referred to us by a family member who was updating his estate plan. Richard made sure our family’s separate estate plans were coordinated to best take care of the different needs of our beneficiaries. We recommend Richard if planning for your extended family is important.
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.
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.
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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 ...
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