Estate 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.

We help clients who are concerned about Medicaid issues, and we are developing strategies in response to recent changes in Federal Estate and Gift Tax laws.

Living Trusts continue to be a very wise strategy for many clients, but many people can use other less complicated strategies.

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.