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July 12, 2022

What happens to my Trust if I am incapacitated?

A well-drafted Trust contains many safeguards and instructions for what should happen if the Trust’s creator becomes incapacitated. Regardless of age, health, […]

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June 21, 2022

Can a Revocable Trust be amended?

A revocable trust can be amended anytime during your life. Learn more about situations that necessitate seeing your attorney to make such […]

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June 1, 2022

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 […]

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May 18, 2022

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 […]

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May 9, 2022

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 […]

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October 26, 2021

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 […]

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September 29, 2021

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 […]

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September 15, 2021

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 […]

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September 8, 2021

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 […]

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September 4, 2021

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 […]

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August 25, 2021

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 […]

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August 16, 2021

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 […]

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August 11, 2021

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 […]

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August 4, 2021

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 […]

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July 21, 2021

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 […]

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