Power of Attorney

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…

Using a Living Will and Health Care Proxy to Determine Medical Care

While you are still able to, it’s important to make decisions on who will decide your medical and financial care should the unexpected arise and you are no longer able to do so yourself. Read more…

It Might Be Time to Revise Your Will

One thing in life is certain – there will be many changes along the way. Having a will is an important tool to make sure your assets are handled according to your wishes. It’s important to periodically revise this document as your life changes. Read more…

Procrastination

Everyone knows that estate planning is important, but most people never consider it urgent. Here's why you shouldn't procrastinate. Read more…

A Smart but Often Overlooked Way to Use Your Tax Refund

Every year, nearly 8 out of 10 U.S. tax filers receive a federal tax refund. According to a recent survey by TD Ameritrade, most of us plan to use that refund to meet financial goals, including bolstering savings, paying off debt, or contributing to retirement accounts. Read more…

Give Your Family the Gift of Clarity: Make Healthcare Decisions While You’re Healthy

Estate planning isn’t just about what happens to your assets after you die. It’s also about protecting yourself and your loved ones. This includes having a plan for making critical medical decisions in the event you’re unable to make them yourself. Read more…

That’s Right, Woodchuck-Chuckers, It’s Groundhog Day!

In the now-classic comedy “Groundhog Day”, Bill Murray’s Phil finds himself trapped on the same day, February 2nd, waking each morning to experience the same events over and over again. While there are times in which we too feel like we are stuck in Groundhog Day as our daily lives can become repetitive, the reality is that the only constant in our lives is change. Read more…

Should Your Retirement Planning Include Estate Planning?

Preparing for retirement includes anticipating the level of one's future income and the lifestyle it will allow. However, retirement planning should also include estate planning. Read more…

Estate Planning: Should You Really DIY?

Thanks to easily accessible guides offered by document services on the internet, do-it-yourself is now an option for creating an estate plan. Of course a fill-in-the-blank will or trust can be tempting, especially when you are not sure where to start. But is it a good idea, really, to DIY your estate plan? Read more…

How to Discuss Your Estate Plan Goals With Your Loved Ones

Creating an estate plan is an invaluable gift for your family as it will provide them with peace of mind during a very difficult time. Additionally, creating an estate plan offers you the opportunity to have meaningful conversations around your intentions, demonstrating to your loved ones how much you respect and appreciate them. Read more…


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O'Fallon, MO 63368

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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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