Matthew N. SchmidtOct 7, 2020RISKS OF DIY ESTATE PLANNINGEstate planning is a lot more than filling out forms.
Matthew N. SchmidtJun 25, 2020WHY YOU SHOULD REVIEW YOUR BENEFICIARY DESIGNATIONSDo your beneficiary designations on your financial accounts and retirement accounts reflect your current wishes?
Matthew N. SchmidtApr 22, 2020FUNDING A REVOCABLE TRUST IN MISSOURIA revocable trust offers you many potential benefits; However, unless your revocable trust is “funded,” it will be of little value.
Matthew N. SchmidtMar 19, 2020 SECURE ACT: 10-Year Payout Rule ExceptionsThe SECURE Act does include exceptions to the 10-Year Payout Rule for inherited IRAs and 401(k)s.
Matthew N. SchmidtJan 30, 2020The SECURE ActThe SECURE Act is a comprehensive bill that could have significant implications as to your retirement and savings.
Matthew N. SchmidtDec 31, 2019SPECIAL NEEDS: SUPPLEMENTAL SUPPORT TRUSTS IN MISSOURIProvide additional support for your loved one with special needs without disqualifying him/her from benefits, with a Special Needs Trust.
Matthew N. SchmidtNov 1, 2019A DIVORCE MEANS IT'S TIME TO REVIEW YOUR ESTATE PLANIf your marriage is being dissolved, it is important that you do not wait to update your estate planning documents.
Matthew N. SchmidtAug 22, 2019 ESTATE PLANNING: NAMING A GUARDIANWe 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. SchmidtJul 9, 2019 BUSINESS SUCCESSION PLANNINGThere are important simple steps you can take now to protect your family and your business in the face of unforeseen events.
Matthew N. SchmidtMay 23, 2019MAY 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. SchmidtMar 27, 2019 I’M JUST NOT THERE YETIgnoring 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. SchmidtMar 5, 2019 NONPROBATE TRANSFERSOne of the biggest misconceptions about estate planning law is that having a Will avoids the need for probate at the time of your death.