Estate Planning

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Estate Planning
Trusts
Probate
Business
Clients

Matthew N. Schmidt

Oct 7, 2020

RISKS OF DIY ESTATE PLANNING

Estate planning is a lot more than filling out forms.

WHY YOU SHOULD REVIEW YOUR BENEFICIARY DESIGNATIONS

Matthew N. Schmidt

Jun 25, 2020

WHY YOU SHOULD REVIEW YOUR BENEFICIARY DESIGNATIONS

Do your beneficiary designations on your financial accounts and retirement accounts reflect your current wishes?

Matthew N. Schmidt

Apr 22, 2020

FUNDING A REVOCABLE TRUST IN MISSOURI

A revocable trust offers you many potential benefits; However, unless your revocable trust is “funded,” it will be of little value.

SECURE ACT: 10-Year Payout Rule Exceptions

Matthew N. Schmidt

Mar 19, 2020

SECURE ACT: 10-Year Payout Rule Exceptions

The SECURE Act does include exceptions to the 10-Year Payout Rule for inherited IRAs and 401(k)s.

Matthew N. Schmidt

Jan 30, 2020

The SECURE Act

The SECURE Act is a comprehensive bill that could have significant implications as to your retirement and savings.

SPECIAL NEEDS: SUPPLEMENTAL SUPPORT TRUSTS IN MISSOURI

Matthew N. Schmidt

Dec 31, 2019

SPECIAL NEEDS: SUPPLEMENTAL SUPPORT TRUSTS IN MISSOURI

Provide additional support for your loved one with special needs without disqualifying him/her from benefits, with a Special Needs Trust.

A DIVORCE MEANS IT'S TIME
TO REVIEW YOUR ESTATE PLAN

Matthew N. Schmidt

Nov 1, 2019

A DIVORCE MEANS IT'S TIME TO REVIEW YOUR ESTATE PLAN

If your marriage is being dissolved, it is important that you do not wait to update your estate planning documents.

Matthew N. Schmidt

Aug 22, 2019

ESTATE PLANNING: NAMING A GUARDIAN

We can help you with a Last Will and Testament that names a guardian to care for your child in the event of your death.

Matthew N. Schmidt

Jul 9, 2019

BUSINESS SUCCESSION PLANNING

There are important simple steps you can take now to protect your family and your business in the face of unforeseen events.

Matthew N. Schmidt

May 23, 2019

MAY WE DISCUSS POWER OF ATTORNEY?

A General Durable Power of Attorney for financial purposes is an extremely important part of your estate plan, whether you’re 18 or 88.

Matthew N. Schmidt

Mar 27, 2019

I’M JUST NOT THERE YET

Ignoring estate planning until you’re older or own more assets is costly to your loved ones and can cause you unneeded stress and worry now.

Matthew N. Schmidt

Mar 5, 2019

NONPROBATE TRANSFERS

One of the biggest misconceptions about estate planning law is that having a Will avoids the need for probate at the time of your death.

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