Estate Planning

Taking Care of Yourself and Your Assets

The key to a good estate plan is peace of mind. You should feel confident that you have the best possible structures in place to take care of your financial assets and health care affairs.

At Schmidt, Kirby & Sullivan, P.C., we offer a full range of estate planning services to our Springfield and Southwest Missouri clients. Contact us to work with an experienced lawyer on your customized estate plan.

Comprehensive Estate Planning Services

It is never too early to begin planning for your later years, your possible incapacity and what will happen after your death. At Schmidt, Kirby & Sullivan, P.C., we take a comprehensive approach to meeting your overall goals. Our services include:

• Wills and trusts: Your will controls what happens to your assets after you die and who will be responsible for overseeing that process. Creating a trust may help you complete the process more effectively by avoiding probate.
• Financial and tax planning: We can advise you on the estate planning implications of your 401(k), IRA and other retirement and investment accounts. We can also explore a number of trust arrangements and mechanisms for asset transfers and gifts with an eye toward tax consequences. And through a durable power of attorney, you can ensure that your assets are safe if you become incapacitated.
• Health care planning: If you are concerned about making sure your health care wishes are implemented, we can prepare a health care power of attorney for you.

We are devoted to making sure that your estate plan reflects your particular circumstances, goals and interests. Don't hesitate to contact us for help devising the plan that is right for you.