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Category: FAQs

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  • Estate Planning253
  • FAQs165
  • How To Start Estate Planning163
  • Trust Administration18

What’s the Estate Tax Exemption for 2021?

The federal estate tax exemption is going up again for 2021.

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Missouri Farms

Does My Business Need a Power of Attorney?

As a business person you may have seen the term “durable power of attorney” in several situations. Power of attorney is a strange term because it’s not immediately clear what powers an attorney for the business may have.

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Make Sure Your Estate Plan Protects Digital Assets

Do you have accounts, records or information that are accessed using your mobile phone, through an internet connection, or by using a keyboard or through a touch-screen or tablet?

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What Trusts are Available for Estate Planning?

Trusts are an essential part of most estate plans, even the plans of people with moderate wealth. You need to know the basics of trusts, especially the key terms and concepts of the most widely-used types of trusts.

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Revocable Trust Agreement

The Biggest Mistake in Trusts: Funding

Your real estate holdings, life insurance, bank accounts and retirement savings won’t magically flow into your trust.

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A True Ozarks Legacy

Retirement Account Beneficiary Choices and Your Estate

It is surprisingly easy and common to make mistakes when designating beneficiaries on retirement and investment accounts.

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Estate Planning For Peak Earning Years

How Do Joint Accounts Work in Estate Planning?

Remember that a will goes through probate, so a husband and wife typically try to avoid it by using joint ownership or beneficiary designations. However, they’re often mistaken by believing the will still controls their estate.

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Missouri Farms

What Key Estate Planning Terms Should I Know?

Estate planning is an incredibly important tool, not just for the uber wealthy or those thinking about retirement. On the contrary, estate planning is something every adult should do.

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Estate Planning Missouri Ozarks

Special Needs Plans Need Regular Reviews!

Estate planning generally focuses primarily on lifetime protection and post-death distribution of assets. Special needs planning focuses primarily on the individual beneficiary’s lifestyle and care needs.

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A True Ozarks Legacy

What are the Responsibilities of a Trustee?

A trustee is a manager of assets in a trust. The grantor creates the trust and appoints the trustee. A trustee has a ‘fiduciary duty’ to serve the grantor and not benefit personally.

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