OUR SERVICE TO YOU
- Protect assets in the event of medical illness or diagnosis
- Keep assets structured to your client's wishes in the event of divorce or remarriage
- Protect Beneficiaries that may have an issue with inheriting assets
- Avoid Probate
EXAMPLE FROM THE FILE CABINET
Financial Advisor Smith has helped Mary amass a small fortune of seven figures. Mary is recently widowed and has four children. Mary intends to remarry Greg who is substantially younger than Mary and has four children of his own. Mary would like to protect her assets from Greg and ensure that upon her passing the assets travel to her own children. Financial Advisor Smith brings the Missouri Elder Law Firm on as part of the planning team who helps Mary craft a prenuptial agreement and a revocable living trust that offers her the protections she is seeking.