Missouri Elder Law

get a free consultation:

(417) 890-2667

ESTATE PLANNING

You have worked hard to achieve success and have accumulated many valuable assets along the way.  This collection of items and memories is what is often considered one's legacy and we believe you should be able to pass your legacy on to the family, loved ones, charities that you desire.  A proper Estate Plan will protect your legacy from avoidable taxation, probate fees and costs, and medical costs to name just a few.  You might have certain family or loved ones who have special needs, and a careful Estate Plan will protect them.  A proper Estate Plan will also envision the possibility that a surviving spouse might remarry.  In our modern age, a proper Estate Plan also has an up to date way to access your digital/social media with instruction on how it should be handled.

 

OUR SERVICE TO YOU

  • Evaluate your complete situation; this includes your health, family health history and asset portfolio to create a smart Estate Plan
  • Protect your Estate from taxes, fees and health care costs that will deplete it
  • Protect your beneficiaries

 

EXAMPLE FROM THE FILE CABINET

daveDave has just turned 55 and is helping his mother has just been placed in the nursing home.  The Missouri Elder Law Firm helped Dave solve some issues with his mother and he would now like to make an estate plan for himself (and help avoid some of his mother's issues).

We are able to help Dave form a plan that places his assets in a trust that protects himself and his beneficiaries, and allows his estate to completely avoid probate.  Knowing his mother's health issues, Dave decides to structure his estate plan to include a trust that will help him, and in turn his children,  avoid a Medicaid Emergency down the road.

 

Our estate plans often use any number of the following documents:

  • Will
  • Trust
  • Revocable Trust
  • Irrevocable Trust
  • Durable Power of Attorney for Financial, Business and Medical Matters
  • Durable Power of Attorney with declaration of Guardian / list of excluded Guardians
  • Durable Power of Attorney for Medical Matters
  • Advance Directive
  • Beneficiary Forms for Life Insurance or Retirement Accounts
  • Beneficiary Deed
  • Transfer on Death Forms
  • Payable on Death Forms
  • Asset Inventory
  • Contact List
  • Guide to Digital Assets
  • Funeral Arrangements
  • Special Needs Trust
  • Supplemental Needs Trust
  • Spendthrift Trust
  • Pour-Over Will
  • Pet Trust

(Just to name a few)