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Published on May 27, 2026
Many people think of wills and trusts as separate estate-planning tools. However, there are some cases where they overlap. Unlike most trusts used in estate planning, testamentary trusts are established as a part of a last will and testament. Once the will goes through probate, a trust is created to help manage asset distribution. Testamentary […]
Published on May 4, 2026
Estate planning can be complicated. It’s not quite as simple as writing down who you want to receive which assets. If you own one or more properties that you hope to pass down to beneficiaries, you might be interested in transfer deeds. Many types of transfer deeds are legal in Missouri. But if you want to pass property […]
Published on April 7, 2026
Protecting trust assets from risky spending and aggressive creditors takes more than good intentions. A well-drafted spendthrift clause can shield a beneficiary’s interest until funds are actually placed in their hands. At the Law Office of David S. Schleiffarth, LLC, we help families in the greater St. Louis area build living trusts that match real-life […]
Published on March 5, 2026
Life changes fast, and your estate plan should keep up. A revocable trust gives you control today and guides asset management and distribution later, without the need for probate. At the Law Office of David S. Schleiffarth, LLC, we help families across the greater St. Louis area keep their plans current and practical. This article […]
Published on January 7, 2026
Retirement planning shapes how well your savings carry you through the years when work slows down. Many people fund 401(k)s or IRAs, yet small missteps can shave off years of comfort later on. At the Law Office of David S. Schleiffarth, LLC, in St. Louis, we focus on practical plans that protect families and their […]
Published on December 17, 2025
Standard wealth transfer often acts like a “leaky bucket,” losing value to estate taxes at every generation. A Generation-Skipping Trust (GST) prevents this by moving assets to beneficiaries at least 37.5 years younger, typically grandchildren, while often still providing income to your children. With the 2025 lifetime exemption at $13.99 million, this strategy is essential […]
Published on November 11, 2025
Questions about Totten trusts pop up all the time, and a lot of what people hear is half-truth at best. In St. Louis and across Missouri, we meet clients who want an easy way to pass a bank account to family without court hassles, and a revocable bank account trust, such as a Totten trust, […]
Published on October 6, 2025
Special needs planning requires more than filling out forms. It involves careful coordination of legal tools like special needs trusts, powers of attorney, and guardianship arrangements to protect both your disabled family member’s well-being and their eligibility for essential public benefits. A misstep can lead to unintended financial or legal consequences. At the Law Office […]
Published on September 4, 2025
A power of attorney, also referred to as an attorney-in-fact, is one of the most important tools in any estate plan. It gives someone you trust the authority to make financial matters or healthcare decisions on your behalf if you become unable to do so yourself. Without this document in place, families often face delays, […]
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