Matthew N. Schmidt
RISKS OF DIY ESTATE PLANNING
Estate planning is a lot more than filling out forms.
top of page
Search
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.
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.
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.
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 26, 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.
bottom of page