Firm Tips

A St. Louis Estate Planning Attorney on AB Trusts (Part 2)

Why AB Trusts Are Beneficial in Estate Planning We started discussing AB trusts in our last post, but there’s more that you may need to know when considering this type of fund. After the trust is established and one spouse passes away, the surviving spouse must understand certain rights and restrictions.

Estate Planning in St Louis With An AB Trust

What is an AB Trust & How Does it Work? Estate planning involves many possibilities, and one option is called an AB trust. This trust helps reduce estate tax but also restricts the way one can use the property in the trust. There are upsides and downsides when using this

The SECURE Act: How Does It Affect Your Retirement Accounts?

The SECURE Act: How Does It Affect Your Retirement Accounts? On December 20, 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement Act (SECURE Act), which became effective on January 1, 2020. The Act is the most impactful legislation affecting retirement accounts in decades. It will have

4 Estate Planning Tips

Don’t Go it Alone, Call Us Today For Estate Planning Tips! Does estate planning seem like a huge mountain to climb? Is it confusing or even a little intimidating? Here are a few estate planning tips to help make the process easier to address: Decide who will receive individual assets   Often

3 Things to Consider in Estate Planning

No one lives forever, but statistics show that many American adults behave as though they will. LexisNexis shows that 55 percent of U.S. adults do not have a will or other estate plan. Estate planning may be difficult to address, but it can contribute to peace of mind and harmony among family members.

4 Estate Planning Tips from a St. Louis Lawyer

There are a lot of reasons people justify for not consulting an estate planning lawyer. Many people in St. Louis have yet to consult an estate planning lawyer and there could be serious consequences if something were to happen. The three main excuses I hear all the time are: I

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