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. 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. 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.