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  • Estate Planning223
  • FAQs137
  • How To Start Estate Planning135
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  • Land Owners10
Estate Planning Chart

Cornelius Vanderbilt Created an Estate Plan, but Should I?

Cornelius Vanderbilt was among the richest Americans ever to have lived. Born in 1794, he built his fortune on railroads and shipping. To put his wealth into context, in today’s dollars when adding inflation, his fortune would be worth $215.7 billion.

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Today's Missouri Ozarks

How Important Is It To Avoid Probate?

Probate is a process to transfer the assets after someone dies. For example, when a homeowner passes, probate allows for the home to be sold or transferred, if necessary, even though the owner is no longer alive to sign a deed.

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Today's Missouri Ozarks

What Does It Mean to Be an Executor?

It means you are in charge of managing the person’s assets after death, but what does it really mean? An executor has many roles and responsibilities. Executors should first understand it is a significant responsibility and not something to be taken lightly.

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Ozarks Legacy

Does My Estate Plan Need an Audit?

Estate planning is the process of transferring the management of your assets, if and when you are unable to manage them yourself due to disability or death. Whether you have $100 or $100 million you should have an estate plan.

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Why Everyone Needs an Estate Plan

First, let’s debunk the myth that an estate plan needs to be both elaborate and expensive.

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Estate Planning Documents Needed for a Happy Retirement

Most people can’t wait for retirement, and even more would likely opt for some form of early retirement, if they had the opportunity. Whenever you ultimately decide to cut down your time at work or leave the workforce altogether, you need to ensure that you have a full slate of estate planning documents in place.

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Missouri Farms

Can I Fund a Trust with Life Insurance?

Estate planning is all about ensuring that your wishes are met after your death. All estate plans should include a will and powers of attorney. However, in many cases, a trust has additional benefits beyond what can be accomplished with the will and powers of attorney.

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Can a Power of Attorney Protect My Assets as I Get Older?

Many people focus on only protecting their estate from probate. However, in the big picture, probate is the least of their worries.

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Make Your Wealth Last In Early Retirement

Retiring ahead of schedule may seem like a dream, but it is doable with the proper planning. Depending on when you were born, the normal retirement age is currently 66 or 67. If you’re planning to retire five, 10, or even 15 years early, one of the most important things to consider is how to make your savings last for the long haul.

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Missouri Farm Attorney

Protecting Inheritance from the Taxman

Received an inheritance of cash, investments, or property? Here are four ways that can help you keep it from being swallowed up by taxes.

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