Sep 22, 2020 | Elder Law, Estate Planning, Wills and Trusts
Stepping Up Basis to Avoid Capital Gains is Good Planning Clients frequently come into our office with the goal of minimizing taxes upon their death. Most believe they are facing significant gift or estate taxes. Unless you are incredibly wealthy, the...
Sep 18, 2020 | Estate Planning, Wills and Trusts
Fifty-seven percent (57%) of widows over the age of fifty-five (55) get remarried after losing their loved one. See https://www.cnbc.com/2019/01/17/estate-planning-for-second-marriages-when-you-have-kids.html. Most of those individuals bring with them...
Sep 16, 2020 | Estate Planning, Probate, Retirement, Wills and Trusts
Proper Estate Planning Includes Beneficiary Designations When completing your estate plan, it is vitally important that your attorney review and consider your beneficiary designations. Beneficiary designations are the primary method of transfer for many of your...
Jul 14, 2020 | Estate Planning, Probate, Wills and Trusts
Your Home Is the Most Likely Asset to Pass Through Probate For most Missouri families the single biggest asset that might pass through probate is the family home. Often when the home is initially purchased it is titled in the husband and wife’s names joint with...
Jun 10, 2020 | Estate Planning, Probate, Uncategorized, Wills and Trusts
Since 2015 Caring.com has been conducting surveys of 2,400 Americans and asking them questions about estate planning. Have they done an estate plan? If so, what legal documents have they gotten in place? Do they think that estate planning is an...
May 28, 2020 | Estate Planning, Retirement, Wills and Trusts
Long Term Care Expense Should be Part of Your Retirement Plan You have done everything right. You saved your entire life putting money away for your retirement years. You have been meeting with a trusted financial advisor for years and established a target...
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