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Matthew N. Schmidt
- Jun 25, 2020
- 2 min
WHY YOU SHOULD REVIEW YOUR BENEFICIARY DESIGNATIONS
Do your beneficiary designations on your financial accounts and retirement accounts reflect your current wishes?
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Matthew N. Schmidt
- Apr 22, 2020
- 2 min
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.
158 views
Matthew N. Schmidt
- Mar 19, 2020
- 2 min
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.
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Matthew N. Schmidt
- Jan 30, 2020
- 3 min
The SECURE Act
The SECURE Act is a comprehensive bill that could have significant implications as to your retirement and savings.
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Matthew N. Schmidt
- Dec 31, 2019
- 2 min
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.
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Matthew N. Schmidt
- Nov 1, 2019
- 1 min
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.
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Matthew N. Schmidt
- Aug 22, 2019
- 2 min
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.
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Matthew N. Schmidt
- May 23, 2019
- 2 min
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.
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Matthew N. Schmidt
- Apr 25, 2019
- 2 min
3 COMMON ESTATE PLANNING MISTAKES (And How to Avoid Them)
Tackling estate planning without the assistance of an experienced estate planning attorney can lead to mistakes that affect your heirs and b
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Matthew N. Schmidt
- Mar 26, 2019
- 2 min
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.
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Matthew N. Schmidt
- Mar 5, 2019
- 1 min
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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