Estate Planning for Missouri Families
Business Planning for Start-ups and Entrepreneurs
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Tegan & Matthew, Nixa
We were referred to Richard by our financial advisor to get an estate plan. We have a number of different business activities and wanted to make sure our young kids were taken care of if something happened to us. Richard explained our options and helped us put together a plan for us and our kids. We recommend Richard if you don’t yet have an estate plan.
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.
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.
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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