Matthew N. SchmidtOct 7, 20202 minRISKS OF DIY ESTATE PLANNINGEstate planning is a lot more than filling out forms.
Matthew N. SchmidtJun 25, 20202 minWHY YOU SHOULD REVIEW YOUR BENEFICIARY DESIGNATIONSDo your beneficiary designations on your financial accounts and retirement accounts reflect your current wishes?
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.
Matthew N. SchmidtMay 23, 20192 minMAY 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.