James & Christa, Springfield
Being small business owners and not having children, we weren’t sure what kind of an estate plan we needed for our businesses and our assets. Richard guided us in deciding who could serve in the various roles under our estate plan and the best way to plan for each other and our assets. We recommend Richard if you have a complicated family situation and are confused about estate planning.
Jason & Jennifer, Springfield
We were referred to Richard by our financial advisor. Having worked with our mother through her estate plan, we knew that having a plan makes an already difficult situation much easier on everyone. Richard explained our options and helped us come up with a plan that takes care of us and our kids. We recommend Richard if you are ready to get your affairs in order.
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.
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