Estate Planning for Missouri Families
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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.
Mark & Viviana, Springfield
We were referred to Richard by our financial advisor. We knew we needed an estate plan but didn’t know where to start. Richard worked with us to figure out the best plan to make sure our kids will be taken care of and our assets will be managed the way we want. We recommend Richard if you are confused about the best way to plan for your estate.
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.
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...
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Learn about the recent changes in required minimum distributions and how they affect your loved ones. Required minimum distributions (RMDs) are a critical component of retirement planning, ensuring that individuals withdraw ...
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