Estate Planning for Missouri Families
Business Planning for Start-ups and Entrepreneurs
I will listen to you, answer your questions, explain all your options, and help you make the best decision
Click BOOK NOW to schedule your no-charge 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.
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.
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.
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 ...
Page [tcb_pagination_current_page] of [tcb_pagination_total_pages link='0']