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The Complex Honor of Being a Trustee There’s a well-known joke among boat owners: the two happiest days are the day you buy a boat—and the day you sell it. For many, being a trustee can feel the same. It’s an honor to be chosen, but also a relief when the responsibilities come to an […]

Estate Planning for Engaged Couples: 5 Smart Steps to Take Before the Big Day You’re in one of the most exciting seasons of your life—preparing to marry your partner and start a future together. Between wedding planning, guest lists, and all the celebrations, it’s easy to overlook less glamorous topics like estate planning. Still, taking […]

When a new child is on the way, many things come to mind, including getting the financial and legal house in order.  At the Elder and Estate Planning Law Firm of St. Louis, we can help you prepare for the arrival of a new member of the family with estate planning designed to anticipate that […]

Understanding Medicaid Crisis Planning for Long-Term Care Most individuals over the age of 65 will require some form of long-term care during their lifetime—statistics show that around 70% of seniors do. Elder law helps individuals and families prepare for this possibility by developing strategies to fund care without depleting all personal assets. One of the […]

IRAs play a special role in estate planning.  As qualified funds, these accounts automatically avoid probate, and also require designated beneficiaries.  As such, IRA accounts are typically not placed into a revocable trust.  Additionally, these accounts will have special considerations when received after the death of the original owner. Understanding Inherited IRAs and Their Role […]