Estate Planning for the Greatest Generation

Understanding Taxes and Trust Distributions

Understanding the tax implications of different types of trusts can be complicated, but it’s important to be aware of this aspect. Revocable and irrevocable trusts are taxed differently because of who maintains control over the assets. Read more…

It Isn’t Too Late to Keep This New Year’s Resolution

To truly make a difference in your life, consider making resolutions that will help ensure the financial security of your family. Read more…

Planning for Incapacity Is Essential

Estate planning is not just about writing wills and trusts – do not make the mistake of overlooking incapacity planning, which addresses what happens if you are unable to make medical decisions or handle your finances because of a medical condition. Read more…

Conservatorships vs. Powers of Attorney: Which Is Right for You?

You may need to manage the affairs of a loved one who no longer is able to make decisions. A power of attorney is a low-cost, straightforward way to do this, but your situation may require a conservatorship instead. Read more…

The Pros and Cons of Trusts

Trusts can be a useful tool in estate planning. Learn their pros and cons to see if they are right for you. Read more…

Will Your Heirs Mishandle Their Inheritance?

If you’re worried your heirs will mishandle their inheritance, setting up a trust could be a valuable tool. A trust can help ensure your assets benefit the people you love long after you pass on. Read more…

Can a Trust Strengthen Your Estate Plan?

If you’re exploring options for your estate plan, you may want to consider setting up a trust. You don’t have to be wealthy to benefit from this key legal tool. Read more…

Creating a Trust When Your Family Has Debt

It’s still possible to protect your assets for loved ones after you pass away with a trust – even if you have debt. Learn how your debt could affect any trusts you may want to create. Read more…

Leave a Legacy Through Estate Planning

Everyone leaves a legacy upon passing. That legacy can include intangible things like how you raised your family or how you served your community. Your legacy can also include tangible gifts to organizations that have been important to you, such as your place of worship, your alma mater, or a charity. Read more…

What Are Your Top Retirement Concerns?

Retirement can be a relaxing stage in life, but for some it comes with a whole new set of anxieties. Many seniors have concerns other than simply whether or not they will leave behind an inheritance. Read more…


O'Fallon, MO

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

(314) 384-6278

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Kirkwood, MO 63122

(314) 375-2306

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Edwardsville

239 N. Main St.
Edwardsville, IL 62025

(618) 589-3825

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