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...
Estate Planning for Missouri Families
Do you worry that estate planning will be time-consuming, confusing and expensive?
Advance Directive, Buy-Sell Agreement, Durable Power of Attorney, HIPAA Release, Irrevocable Trust, Living Will, Revocable Trust, Will – these are all different types of tools you may need for your estate plan depending on your personal situation.
And because your family is unique, a one-size-fits-all plan doesn’t work.
But how do you know if a lawyer is experienced in handling your unique needs, how the process will work and how much it will cost?
Do you know what to do after the documents are signed?
And how you keep your estate plan current and up-to-date?
All this confusion might cause you to put off your estate planning because you fear you will make a bad decision or do it wrong. I believe that everyone deserves the peace of mind of knowing that their loved ones will be taken care of and their affairs are in order. This is why I developed the Core Planning Process.
My Core Planning Process eliminates the confusing legal mumbo-jumbo and identifies the essential steps to create an estate plan that can be upgraded or changed over time as your family situation and needs change.
My mission is to help Missouri families achieve the peace of mind that comes with knowing that their loved ones will be taken care of and their financial affairs are in order through my 3-step estate planning process-
#1 DOCUMENT the plan,
#2 DESIGNATE the right beneficiaries, and
#3 DISCUSS any changes annually.
We start with a phone call to answer any questions you may have about the process, get some basic information from you, and see if we are a good fit. It normally takes about 15 minutes unless you have a lot to discuss.
Next, we meet to review your personal situation and discuss alternatives. I normally use flat fees so that you know exactly how much your plan will cost. My fee depends on which documents you decide on and the complexity of your estate.
To make sure your property passes as you intend, I help you update your beneficiary, transfer-on-death, and pay-on-death forms. Copies of these forms, along with your estate documents, are stored in a secure online portal for easy access.
Annually we review any changes in your family situation, the property you own, or estate rules and laws which could require updates or changes to your plan. Our annual review makes sure your plan is current and up-to-date.
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