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Category: How Start Estate Planning

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Revocable Trust Agreement

When Should I Update My Estate Planning?

Has it been awhile since you reviewed your estate planning strategy? If so, it may require some updating, based on recent changes to laws impacting your tax and retirement planning.

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Estate Planning Chart

Is Your Estate Really as Set as You Think?

You’ve considered how you want your estate to be distributed after you die. Hopefully, you’ve even written a will to make sure your wishes will be followed. So, your estate is planned…right?

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A misty morning in the Ozarks

What Is a ‘Survivorship’ Period?

Survivorship periods don’t usually surpass 60 days. If this period surpasses 120 days, it could put the tax-free estate transfer of assets to a surviving spouse at risk.

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Revocable Trust Agreement

Does Your Estate Plan Need a Will or a Trust?

One of the most fundamental choices you can make as you’re thinking about how to pass your assets on to heirs, is whether you hold assets in a revocable trust or more simply give them via a will. Both approaches have advantages, although trusts can provide significantly more benefits.

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Estate Planning In The Ozarks

Should I Create a Trust?

The main reason that people choose to have a living trust instead of a will, is that it avoids the probate system. Probate is the legal proceedings to decide whether a will is legal and binding. It also is the court session to decide where the property will go, if there is no will provided.

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n the shore of a lake in Southwest Missouri

Top 10 Reasons To See An Estate Planning Attorney!

It took my husband Mike’s heart attack to force us to recognize the need for having an estate plan. It was not smart. You are smarter than that. Create an estate plan today.

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Long-term planning

Have You Prepared End-Of-Life Decisions?

Unless you are a spring breaker partying it up, you have probably given your own mortality a once-over or two during these long COVID-19 days.

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Estate Planning Law Firm in Southwest Missouri

Is Long-Term Care Insurance Really a Good Idea?

The value of long-term care insurance (LTCI) is an ongoing conundrum. There’s no doubt we’re living longer. According to LongTermCare.gov, a site provided by the U.S. Department of Health and Human Services, at least 70 percent of people 65 and older will need long-term care services and support at some time in their lives.

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View of the ozarks in Southwest Missouri

What are Some Good Estate Planning Ideas?

The reality of COVID-19 has forced many individuals to address the ‘what if’ scenarios that were previously unthinkable, or at least the situations that no one ever wants to talk about or deal with.

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A family taking a stroll in a field in Southwest Missouri

What Should I Know about Guardianship?

One of the key functions of the family law system is to ensure that children are looked after appropriately. This is the basis for the doctrine of legal guardianship.

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