Glossary Group: A


An individual or corporate fiduciary designated to handle the financial... Read more…

Ascertainable standard

A standard—typically an individual’s health, support, maintenance or education... Read more…

Applicable exclusion amount

The value of assets that can be sheltered from federal estate and gift taxes... Read more…


The individual or corporate fiduciary appointed by the probate court... Read more…


The process during which the executor, personal representative, or administrator gathers... Read more…

Annual exclusion

The value of assets that may be transferred by gift from... Read more…

O'Fallon, MO

2897 State Hwy K Suite 210
O'Fallon, MO 63368

(314) 384-6278

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1001 S. Kirkwood Rd. Suite 130
Kirkwood, MO 63122

(314) 375-2306

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239 N. Main St.
Edwardsville, IL 62025

(618) 589-3825

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