Estate planning resources

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Why Young Families Need a Trust: Protecting Your Children and Your Assets

For many young families with children, the primary assets they own often include life insurance policies and retirement accounts. These financial tools are designed to[…]

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Why Every Young Family Needs an Estate Plan

Many young families assume that simply listing each other and their children as beneficiaries on 401(k)s, life insurance policies, and property titles is enough to[…]

Understanding Powers of Attorney: What They Do and Differences Between Illinois and Missouri

A power of attorney (POA) is a legal document that grants one person (the agent or attorney-in-fact) the authority to act on behalf of another[…]

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Understanding Donor Advised Funds and Their Role in Estate Planning

When it comes to charitable giving and estate planning, many individuals seek efficient and impactful ways to support their favorite causes while also managing their[…]

Understanding Probate and Exploring Alternatives for Families with Children

When a person passes away, their assets and property need to be distributed according to their wishes. This process often involves something called probate. But[…]

Why create an irrevocable trust in St. Louis?

Why Someone from St. Louis Would Want to Create an Irrevocable Trust: Understanding the Tax Benefits For residents of St. Louis, planning for the future[…]