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Category: How To Start Estate Planning

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  • Estate Planning202
  • FAQs118
  • How To Start Estate Planning116

Locking in Unused Federal Estate Tax Exemption

If you have lost your spouse during this time, there are so many issues you must address–funeral arrangements, meeting with lawyers and accountants and dealing with finances. All of this comes on top of dealing with the emotional loss.

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How 401(K) Beneficiaries Work with Your Estate Plan

To ensure your estate is settled in the way you want, it’s wise to do a bit of extra planning to keep your documents up to date.

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Missouri Revocable Trust

Pre-Election Estate Planning Includes a Vast Variety of Trusts

Why wait? A variety of trusts—from SLATs to BDITs, GRATs and more—can help you be proactive in protecting your wealth.

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Is a Family Office Structure Good Estate Planning?

During estate planning, one of the situations that you must plan for is the possible sale of real estate, artwork, and especially operating family businesses. What is sometimes overlooked in planning is what happens after there has been such a sale.

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Estate Planning Chart

What Is Estate Planning and Is It for Everyone?

Estate planning is the process of arranging who will receive your assets when you die.

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Missouri Revocable Trust

Estate Planning Needs for Every Stage

Although there is often a progression of complexity in estate planning, this progression generally follows stages in life rather than specific ages.

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Estate Planning Chart

Estate Planning for Asset Distribution

The distribution of some of our assets can be governed by contracts. Examples of these contracts include life insurance, investment accounts, bank accounts and trusts.

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What Needs to Happen after a Spouse Dies?

The list of things you need to do after someone dies can seem endless, especially during a time when you are also grieving.

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Estate Planning Chart

What are Power of Attorney Options?

As part of your estate planning, don’t forget to consider a power of attorney.

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Ozarks Legacy Law

How Can I Help with My Grandchild’s College Tuition?

Part of estate planning includes helping with the ever-escalating costs of education for children and grandchildren.

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