Blog

Published on November 26, 2019

How Do I “Fund” My Trust?

Funding a Trust is like putting apples in a basket. Once you have signed your Trust document, it will need to be funded with assets to be legally effective. The creation and subsequent funding of a Trust is something I like to compare to picking apples. Just think of your Trust as a basket and […]

Published on October 2, 2019

Special Needs Trusts in Missouri

Learn how to maximize benefits for loved ones with special needs. Special Needs Trusts maximize benefits and resources for beneficiaries with special needs. The Trust’s language preserves the beneficiary’s eligibility for benefits provided by outside organizations, such as state or federal needs-based programs (e.g., Supplemental Security Income & MO HealthNet). Any income/assets from the Trust […]

Published on October 1, 2019

What Is an Estate Plan? What’s Included?

Estate Planning provides legal tools to better control the circumstances of life and prepare for the future. Learn more about the types of legal documents that are included. What is an estate plan? An estate plan is a coordinated set of legal documents that allow you to manage your life and property as you see […]

Published on September 12, 2019

An Overview of Beneficiary Deeds

Beneficiary Deeds and the benefits they offer. Overview A Beneficiary Deed is a legal instrument that conveys title to a piece of real property upon the grantor’s death. -This document can include a single beneficiary or multiple beneficiaries. -For a Beneficiary Deed to be valid, you must have it recorded at the Recorder of Deeds […]

Published on August 27, 2019

Do I Need an Attorney, or Can I Use an Online Service for Estate Planning?

You need an attorney. A comprehensive Estate Plan consists of documents that control your wealth and possessions and determine your future health care and financial decisions. Have it done right. When you hire an attorney, the documents drafted on your behalf are designed specifically for you. Your family and financial situation are unique. Your concerns, […]

Published on August 26, 2019

Who Should I Appoint as My Attorney-in-Fact in My Health Care Power of Attorney?

An overview of Health Care Power of Attorney and essential criteria for selecting your Health Care Attorney-in-Fact. Health Care Power of Attorney Overview A Health Care Power of Attorney is a crucial piece of any estate plan. In this document, you give someone the authority to act on your behalf in health care decisions if […]