Can We Talk About My Trust?
A backup trustee watched how we organize a trust binder, with every reference deed behind the new one, and asked about her own trust. A quick test for yours.
Probate services refer to the legal services provided to individuals or families involved in the administration of a deceased person’s estate. These services typically involve the court-supervised process of distributing the deceased person’s assets and properties to their beneficiaries or heirs according to their will or state laws if there is no will. Probate services may include drafting and filing legal documents, representing clients in court, resolving disputes between beneficiaries, managing estate assets, and advising clients on tax implications and strategies for asset protection. The goal of probate services is to ensure that the estate is distributed in an orderly and fair manner while minimizing costs and maximizing the value of the estate for the beneficiaries. Probate services are often provided by lawyers, but may also be provided by other professionals such as estate planners or financial advisors.
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A backup trustee watched how we organize a trust binder, with every reference deed behind the new one, and asked about her own trust. A quick test for yours.
When a bank or insurance company asks for a copy of your trust, Missouri lets you hand them a short certificate of trust instead. Here is what it covers and why it is better.
Last week I sat in a room with estate planning attorneys from all over the country. One of our core values at the firm is Always Better — better than yesterday, not yet as good as tomorrow — and conferences are where I hold myself to it. The funny thing about these events: you learn […]
Learn how trusts can protect your heirs’ inheritance from creditors and safeguard your family’s financial future.
I thought planning for death or injury was something I wouldn’t have to worry about for many years. However, the truth is that anybody over 18 should consider it.
Money matters can get complicated when two families unite. Planning is key.
Proper estate planning will organize your financial affairs, so your heirs will not be left with a complicated mess after you are gone.
Ensure that your children’s futures are secure by starting a comprehensive estate plan during back-to-school time. Schedule a consultation today.
Discussing estate planning with your aging parents is vital to protect their wishes. It can be a hard conversation to start. However, it’s still necessary.
Create an estate plan before a health crisis to ensure that your wishes are respected and reduce stress for your loved ones.
When you are ready to schedule a consultation, please call or complete the Book a Complimentary Consultation form and we will give you a call to schedule.
Available topics include medicaid planning, long-term care planning and estate planning.
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