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RISKS OF DIY ESTATE PLANNING
Estate planning is a lot more than filling out forms.

Matthew N. Schmidt
Oct 7, 20202 min read
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WHY YOU SHOULD REVIEW YOUR BENEFICIARY DESIGNATIONS
Do your beneficiary designations on your financial accounts and retirement accounts reflect your current wishes?

Matthew N. Schmidt
Jun 25, 20202 min read
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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.

Matthew N. Schmidt
Apr 22, 20202 min read
163 views


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.

Matthew N. Schmidt
Mar 19, 20202 min read
164 views
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The SECURE Act
The SECURE Act is a comprehensive bill that could have significant implications as to your retirement and savings.

Matthew N. Schmidt
Jan 30, 20203 min read
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