Estate Planning for Missouri Families
Business Planning for Start-ups and Entrepreneurs
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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.
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 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...
A trust is a legal document that is used to hold, manage, and distribute your money and property for your benefit (if you are incapacitated) and your beneficiaries (after you die). 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...
Stay Up-To-Date With Our Latest Posts
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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 ...
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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