What jobs do I pick when I create my estate plan?
A typical Trust-based estate plan includes a Will, Trust, General POA, and Health Care POA. In the process of creating these documents […]
What are the differences between a Will-based estate plan and a Trust-based estate plan?
Learn more about your options for selecting the right estate plan for you and your loved ones. Certain documents are almost universally […]
Estate Planning for Parents with Young Children
Parents with young children face unique issues, when dealing with the personal and financial preparations of estate planning. If you are a […]
Can (and should) I select the same person as both Personal Representative and Successor Trustee?
Estate planning clients frequently ask if it is important to separate the roles of PR and Successor Trustee. Before diving into this […]
What is a Certification of Trust? What is it used for?
If you have a Trust, it likely contains a support document called a “Certification of Trust.” This article will illuminate the role […]
What is the Gift Tax?
The Federal Gift Tax is important to understand within estate planning because of its implications for estate planning strategies. This article offers […]
A-B Trusts
An overview of A-B Trusts as an advanced estate planning tool. An “A-B Trust” is a form of Joint Revocable Living Trust […]
Disclaimer Trusts: Increased Flexibility in Tax Planning
Disclaimer Trusts allow one’s surviving spouse to choose which assets are held and which are placed in an Irrevocable Trust for their […]
Should I transfer my LLC ownership to my Trust?
When possible, titling your LLC in your Trust’s name can have advantages. If you have an LLC in Missouri, frequently transferring your […]
When should I consider a Trust Restatement?
Typically, Trusts need to be reviewed from time to time to ensure they still reflect your wishes and take current laws into […]
Pet Trusts: Estate Planning for Pet Owners
Most pet owners are deeply concerned for the wellbeing of their pets, should they die unexpectedly. Pet Trusts are a powerful tool […]
How do I name a Guardian for my children if I were to die unexpectedly?
Nominating a Guardian for your minor children is something that is done in your Last Will and Testament. For many clients this […]
Blended Family Estate Planning
When it comes to estate planning for blended families, there is no one size fits all solution. Likewise, sometimes a measure of […]
Can my parents create a Will or Trust if they are seriously ill? When is it too late?
When someone is particularly ill, is not an ideal time to create an estate plan–it should be avoided if possible. However, sooner […]
“Durable” vs. “Springing” Power of Attorney
Learn more about Power of Attorney declarations and the role they can play in your estate plan. You may have heard the […]
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