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 [...]
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 [...]
Protecting Yourself and Your Legacy in Light of COVID-19 (Coronavirus)
In the midst of a global pandemic, it goes without saying that an updated estate plan is critical. While we are monitoring the current situation with COVID-19 [...]
Impact of the SECURE Act
If you have kept up with current events, you know that January 1st marked a significant change to retirement accounts. On December 20, 2019, President Trump signed [...]
Protect Your Business with a Buy-Sell Agreement
An unexpected death, disability, or retirement. An irreconcilable dispute. Divorce. These triggering events may put your successful, stable business into a tailspin. Luckily, a buy-sell agreement can [...]
The Practical Side of Legacy Planning
A great article from Time - worth the read...click to go to Time.com... WHY YOU NEED TO MAKE A 'WHEN I DIE' FILE BEFORE IT'S TOO LATE [...]
The Latest Retirement Savings Statistics
It is all over the media that nearly half of Americans aged 55 and older have no retirement savings in an individual retirement account (IRA) or 401(k) [...]
Does Your Estate Plan Protect Your Beneficiaries?
If you think you only need to create discretionary lifetime trusts for young, troubled, or financially inexperienced beneficiaries, then think again. In this day and age of [...]
Elder Law Attorneys: What Are They and How Can They Help Me?
An elder law attorney is an attorney who focuses not on a specific area of the law, but on the legal needs of elderly people, veterans, and [...]