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    RISKS OF DIY ESTATE PLANNING
    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?
    FUNDING A REVOCABLE TRUST IN MISSOURI
    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.
    The SECURE Act
    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.
                  ESTATE PLANNING:  NAMING A GUARDIAN
    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.
                        BUSINESS SUCCESSION PLANNING
    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.
    MAY WE DISCUSS POWER OF ATTORNEY?
    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.
                  I’M JUST NOT THERE YET
    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.
                NONPROBATE TRANSFERS
    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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