Glossary

Income

The earnings from principal, such as interest, rental payments, dividends. Income is a fiduciary trust accounting concept and is not the same as taxable income for income tax purposes. Trust accounting income is the amount of income of an estate or trust for the taxable year determined under the terms of the governing instrument and applicable local law. Trust provisions that depart fundamentally from traditional principles of income and principal will generally not be recognized.

Estate Planning Blog

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Will Package

  • Initial Consultation
  • Last Will & Testament
  • Healthcare Directive (Living Will) / Medical Power of Attorney
  • HIPAA Authorizatoin
  • Financial Power of Attorney
  • Beneficiary Deed

Individuals: $1,250

Couples: $1,750

The Will Package may be right for you if you have only a few assets and no minor children, and if you don’t mind your estate going through the probate court process.

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Trust Package

  • Initial Consultation
  • Revocable Trust
  • Pour-Over Will
  • Healthcare Directive (Living Will) / Medical Power of Attorney
  • HIPAA Authorization
  • Financial Power of Attorney
  • Beneficiary Deed

Individuals: $2,050

Couples: $2,650

The Trust Package may be right for you if you want to avoid the probate court process, you have minor children, or you’re interested in having your assets distributed to your loved ones expeditiously.

We’ll help you determine if a trust is best suited to your circumstances. If it is, we’ll craft one that clearly reflects your wishes.

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Elder Law & Special Needs

  • Initial Consultation
  • Medicaid Application
  • Long-Term Care Planning
  • Asset Preservation
  • Special Needs Estate Planning
  • Guardianship
  • Probate

FIXED FEES

Many people are surprised to learn that providing for an individual with special needs requires specialized planning to avoid rendering them ineligible for government benefits.

We'll help untangle the web of complexities of elder law and special needs with a strategy to protect your assets and benefits.

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O'Fallon, MO

2897 Highway K Suite 210 O’Fallon, MO 63368

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1001 S. Kirkwood Road Suite 130 Kirkwood, MO 63122

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331 Salem Place Suite 210 Fairview Heights, IL 62208

Town & Country

12935 North Forty Drive Suite 102 Town & Country, MO 63141

Reference: Income