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Mastering Data Privacy: How to Stay Secure Online

January 16, 2025

Your data is valuable—don’t give it away! Learn how to safeguard your digital footprint with these essential tips! In today’s interconnected

Mastering Data Privacy: How to Stay Secure Online

Data for Sale: A Wake-Up Call On Data Privacy

January 8, 2025

Taxable income determines your tax bracket. Understand the 2025 federal income tax rates, compare marginal vs. effective tax rates, and

Data for Sale: A Wake-Up Call On Data Privacy

Global Spending Trends by Generation: Who Holds the Power?

December 11, 2024

Taxable income determines your tax bracket. Understand the 2025 federal income tax rates, compare marginal vs. effective tax rates, and

Global Spending Trends by Generation: Who Holds the Power?

Access Retirement Funds Using A Qualified Disaster Recovery Distribution

October 22, 2024

Facing a natural disaster? Learn how a qualified disaster recovery distribution can help you access your retirement funds penalty-free! If you

Access Retirement Funds Using A Qualified Disaster Recovery Distribution

National Public Data Breach, Is My Data in Danger?

August 28, 2024

Taxable income determines your tax bracket. Understand the 2025 federal income tax rates, compare marginal vs. effective tax rates, and

National Public Data Breach, Is My Data in Danger?

Planning For College To Minimize Debt With 4 Essential Strategies

August 16, 2024

Planning for college is crucial for ensuring a smooth transition while minimizing financial burdens. As one of the most significant investments,

Planning For College To Minimize Debt With 4 Essential Strategies

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Estate Planning for Missouri Families

Business Planning for Start-ups and Entrepreneurs

Powers of Attorney

Business Plan | LLCs

Estate Planning

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

LEGAL & BUSINESS SERVICES

Powers of Attorney

Who will handle your financial affairs if you can't?

Who will make medical decisions if you are incapacitated?

What medical treatments do you want (and not want)?

last Will & Testament

Who will be the guardian and conservator for your minor children?

Who should inherit your property at your death?

Who will be responsible for settling your estate?

Living Trust

Do you want to avoid the time, expense and publicity of probate?

Do you want to protect your inheritance for your beneficiaries?

Have you funded your trust so as to avoid probate at your death?

Business Plan | LLC

Do you want to protect your personal assets from creditors of the business?

Do you want to protect the business assets from your personal creditors?

Does your business operate in one or more markets or brands?

Estate Planning

Have you or a loved one moved to Missouri in the last year?

Have there been recent changes to your family situation (kids, divorce, etc.)?

Have you made a recent change in your job/career or retired?

Probate

Has a loved one recently passed?

Is it unclear who should inherit specific assets or property?

Did you pay funeral expenses for a loved one?

Are there unpaid medical expenses or credit cards?

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.

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