Estate and Succession Planning
A solid estate plan is an important gift to your family, and it is not always complicated or expensive.
There are helpful strategies available under Missouri law to avoid probate and make matters less complicated in the event of a disability. Everyone can benefit from some very basic documents like Financial Powers of Attorney and Health Care Directives.
Living Trusts continue to be a very wise strategy for many clients, but many people can use other less complicated strategies.
Business owners may need something more complex, such as a business succession plan for transferring assets to the second and third generations.
Families who own farms may also need more specialized assistance to help equitably transfer a property that may have been in a family for generations on to the next.
Our goal is to create individualized plans for our clients that reflect their choices in these important matters, regardless of the size or complexity of their estates. We want your family to have the right documents in place when they are needed.
When you become an estate planning client of CVDL, we listen carefully to your goals. Then we apply our legal acumen and experience to develop options to reach your objectives, taking family dynamics and business factors into consideration.