Matthew N. SchmidtOct 7, 20202 minRISKS OF DIY ESTATE PLANNINGEstate planning is a lot more than filling out forms.
Matthew N. SchmidtApr 22, 20202 minFUNDING 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, 20202 min 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. SchmidtDec 31, 20192 minSPECIAL 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.