Choose a Trusted & Experienced Firm
We are passionate about creating custom estate plans to help our hard-working clients protect the two most important elements of their lives: everything they have and everyone they love. We are committed to doing so in a clear and simple manner. We will never ‘sell’ you a plan you don’t need.
Let our 24 years of experience in this field work for you.
From Our Blog…
SECURE Act Update – Proposed Regulations Issued
In 2020, we alerted you to the Setting Every Community Up for Retirement Enhancement Act (SECURE Act), which became effective as of January 1, 2020. See our original blog post [...]
Election Year Estate Planning – Why You May Need to Act Fast!
With a push by the Democratic party to restore federal estate taxes to their historic norms, taxpayers need to act now before Congress passes legislation that could adversely impact their [...]
Protecting Your Family in Vulnerable Times… Lessons From the Geese!
Last week, Missouri finally approved the notarization and witnessing of estate planning documents by virtual presence. Until the order was passed, we were conducting our signing meetings at the building [...]