Category: Trusts

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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 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 […]


March 5, 2021

Pour-Over Wills Are Crucial to Trust-Based Estate Planning

If I have a trust do I still need a Will? In short, yes. It is always advisable to have a Will. […]

February 4, 2021

How Does a Trust Work?

Learn about how Revocable Living Trusts work. How does a Trust work? “A Will Meets a Business” I think it is easiest […]

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January 15, 2021

What is the Difference Between a Will, a Living Will, and a Living Trust?

Learn the difference between commonly confused estate planning terms. Estate Planning terms vary from state to state Legal verbiage is notoriously confusing. […]


December 22, 2020

Irrevocable Medicaid Asset Protection Trusts in Missouri

How can I protect my assets from Medicaid? In Missouri, there are a variety of options when it comes to planning for […]

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October 26, 2020

A Look at Testamentary Trusts

Learn about the strengths and weaknesses of Testamentary Trusts compared to other estate planning tools. A Testamentary Trust is a type of […]


October 20, 2020

The Advantages of Trust-based Estate Planning

The differences between a Trust-based estate plan and a Will-based estate plan can be quite significant. What are the advantages of having […]

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August 21, 2020

Can a Trust Be an IRA Beneficiary?

The Secure Act (2019) has done away with the Stretch IRA and made several critical changes in the treatment of beneficiaries of […]

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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 […]

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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 […]