Inheritances & Proceeds

Ensuring Your Home Is Passed on to Your Children

The estate planning process offers three options for passing on your home to your children. A will, living trust, or modification to the deed of your home are all ways to make sure your family home stays in the family. Read more…

A Signed and Sealed – But Not Delivered – Beneficiary Form Doesn’t Count

A beneficiary form is one of the most helpful estate planning tools, but don’t make the mistake of not filing. Even if the form is signed and sealed, it will not be accepted by your financial institution if it is not filed—unintentionally leaving your loved ones out in the cold despite your good intentions. Read more…

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…

Estate Planning for Baby Boomers

As Depression-era parents pass away, you might start thinking about your own estate planning needs and desires. Regardless of your financial situation, estate plans can help smooth the transition for your family – and not having one can be a mistake. 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…

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…

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…

Revocable Trusts, Wills, and Dealing with Probate

You have various strategies to choose from when planning how you would like your assets to be distributed and your wishes carried out when you pass. You’ll likely choose to have a living trust or a will – but it’s important to understand probate. Read more…

Re-married with children: Estate planning considerations for blended families

If you are part of a blended family, the idea of estate planning can be especially daunting. Although estate planning for a blended family can present some complex issues, addressing those issues is necessary if you want control over who will inherit your assets and under what terms those people will inherit. Read more…


Chesterfield

600 Kellwood Parkway, Suite 300
Chesterfield, MO 63017

(314) 888-0088

Location Details
Schedule Appointment

Kirkwood

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

(314) 375-2306

Location Details
Schedule Appointment

Edwardsville

105 W. Vandalia St.
Edwardsville, IL 62025

(618) 619-6000

Location Details
Schedule Appointment

St. Charles

3050 W. Clay St.
St. Charles, MO 63301

(866) 335-3375

Location Details
Schedule Appointment

Independence

4200 Little Blue Parkway
Independence, MO 64057

(816) 905-0000

Location Details
Schedule Appointment

Overland Park

Lighton Tower, 7500 College Blvd.
Overland Park, KS 66210

(866) 335-3375

Location Details
Schedule Appointment