(636) 812-2575

Estate Planning

“We make a living by what we get, but we make a life by what we give.”  – Winston Churchill

Many individuals and families think estate planning is only for the extraordinarily wealthy, people living the “lifestyles of the rich and famous.” Nothing could be further from the truth. Every family should have an estate plan on their own – without one, the state in which you reside and the IRS will simply create a plan for you. And you, your loved ones and heirs will suffer the painful financial consequences. It is equally important to have your plan prepared by an attorney who focuses on elder law and estate planning, because it is a highly specialized area of the law.

Often, families do not realize that you must designate someone to make your healthcare and financial decisions in the event you are no longer able. If you do not have someone designated, then no one (including your spouse) can make those decisions for you. This is true even though you may have been married for years.

Our approach to estate planning is just like the one we take to elder law. We listen closely, get to know you and your most pressing concerns then create a plan that addresses every single one of them and helps you realize your dreams. We also take the time to explain your options in clear, easy to understand language, without confusing legal jargon.

The estate planning services we provide include:

  • Revocable Living Trusts
  • Wills
  • Powers of Attorney
  • Health Care Directives
  • HIPAA Authorizations
  • Dynasty Trusts
  • Irrevocable Trusts
  • Life Insurance Trusts
  • Family Limited Partnerships
  • Qualified Personal Residence Trusts
  • Gift Programs
  • Retirement Trusts
  • Minors’ Trusts
  • Generation-Skipping Trusts
  • Tax Planning

If you are over the age of 18 and do not have your legal affairs in order, do yourself and your family a favor and contact us now to schedule a Vision Meeting. At a minimum, you should be aware of the risks you are accepting by not having proper planning in place

Need help now?

If you need to speak with us right away, call us now at (636) 812-2575 or leave us your name and phone number and we will call you.

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500 Chesterfield Center | Suite 355
Chesterfield, Missouri 63017
(636) 812 - 2575
Fax: (888) 838 - 1793

2085 Bluestone Drive
Saint Charles, Missouri 63303
(636) 812-2575
Fax: (888) 838 - 1793

3005 Godfrey Road | Suite B
Godfrey, Illinois 62035
(618) 466 - 8466
Fax: (888) 838 - 1793