Estate Planning
Missouri Retirees Should Adjust Planning With Four Big Changes in Mind
By staying on top of changes in tax law and other changing rules, you can secure a comfortable
July 7, 2026
By staying on top of changes in tax law and other changing rules, you can secure a comfortable
Research reveals that many beneficiaries fail to hold on to inherited wealth. Estate planning with trusts can help
While heirs often expect inheritance to bring financial relief, it can also come with complications. In some cases,
People often think they can figure out their estate plan later – when they are older, richer, sicker,
A will that’s lost, outdated, or inaccessible can send even the most well-intentioned estate plan straight to probate
When documents and account forms do not agree, the institution pays the beneficiary on file, not the person
During this period, many clients rushed to use the estate tax exemption before the anticipated TCJA sunset cut
Obtaining a power of attorney for a parent with dementia can become legally and emotionally challenging when the
Estate planning is not only about distributing assets after death. It is also about preparing for the possibility
Creating a trust is only the first step — ensuring that your assets are properly transferred into it
Putting the Pieces Together – Providing Peace of Mind