Frequently Asked Questions

FAQs

Who needs an Estate Plan?

Estate planning is important for individuals with a wide range of financial situations. In fact, estate planning may be more important if you aren’t wealthy because mistakes will have a much greater impact on your loved ones. Read More...

What is a Power of Attorney?

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...

Do I need a Will?

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...

What is an Advance Directive?

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...

Do I need a Revocable Trust?

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...

Charitable Giving Strategies

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...

FAQs for Women Entrepreneurs

Thinking about starting your own business? Important asset protection and business planning factors to consider before you make the commitment. Read More...

How long should I keep Financial Records?

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...

Have Questions?

Richard A. Russell

Attorney - CPA

If you are like most people, you want a plan to make sure your loved ones are taken care of and your affairs are in order but you have put it off for a long time.

And and it feels like you are carrying the weight of the world on your shoulders when you think about all the decisions to be made.

I can help!

I walk you through the process one step at a time, teach you what you need to know, make sure you understand the ins and outs of your plan, and give you the support and tools you need.

Schedule no-charge Call

Click the button or leave a message in the website chat to schedule your no-charge initial phone call and get your questions answered

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Stay Up-To-Date With Our Latest Posts

2022 Year-End Tax Tips

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 ...

2022 Year-End Tax Tips

New Retirement Plan Legislation Moving Through Congress

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 ...

New Retirement Plan Legislation Moving Through Congress

Cancellation of Federal Student Loan Debt

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 ...

Cancellation of Federal Student Loan Debt

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Estate Planning for Missouri Families

Business Planning for Start-ups and Entrepreneurs

Wills | Trusts

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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.

FAQs