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Charting Futures For More Than 30 Years

Estate planning and probate representation that protects your priorities.

Charting Futures For More Than 30 Years

What limitations can you set in a trust?

If you have established a trust, you will want to make sure it works in the manner you intend it to. Simply funding it will not accomplish this goal. Rather, you must include certain limitations in your trust’s provisions. By doing so, you will improve the odds that...

How to establish and use a special needs trust

Trusts are among the most frequently used estate planning techniques for residents of St. Louis and the rest of Missouri. These trusts, however, come in many different colors and sizes. What may be the perfect trust for a well-off family of four may be totally unfit...

Is a charitable remainder trust right for you?

Over your lifetime you may have been committed your time and efforts to various social causes in Missouri or perhaps you went on to get a college education that served you well over the years. Many people in their 50s or 60s who are starting the estate planning...

‘Pour-over’ functions in wills and trusts

Trusts are some of the most powerful tools in estate planning. They provide people with a great degree of control over their property and can be tailored to achieve many purposes, including protecting assets, avoiding probate and providing for loved ones and favorite...

New laws and their effect on trusts

Missouri residents may have missed the news that the Internal Revenue Service has pronounced a new tax rate for certain gifts, specifically those under s.7520. For May of 2020, the rate is 0.8%—this amounts to a full 73% decrease from February of the same year. This...

Adding trusts for a comprehensive estate plan

Missouri residents often create a will, ensuring their loved ones and favorite charities receive real estate, jewelry and other assets after their death. Without a will, the estate goes to probate, and the court distributes property as it sees fit. Although this is an...