1067 North Mason Road, Suite 3
St. Louis (Creve Coeur), Missouri 63141-6341
Our estate planning process begins with a free initial conference, lasting 2 to 3 hours. During this conference we get to know you and your goals. If you decide to move forward, we design a plan to meet your needs and goals.
We will discuss things in plain English (not legalize). Within 30 days of your decision to do an estate plan, you will be back in our office to review and sign your documents. Your plan will be written in a manner that is easy to understand and we will review it with you page by page and paragraph by paragraph. If you would like, we will transfer your assets to your trust for you.
Your estate plan will provide detailed instructions for your agents and successors trustees as to your wishes in the event you are disabled. In the case of a married couple, the plan can be designed to protect your estate for your loved ones should the surviving spouse remarry after the death of the first spouse. Furthermore, the plan can be designed to protect your children's inheritance from divorcing spouses and, in most cases, from lawsuits. The plan can also be designed to minimize estate taxes and can permanently exempt $4,000,000, for a married couple, and $2,000,000 for a single person, from estate taxes.
We have a trust maintenance program designed to keep our clients estate plans up to date as to law changes and changes in their personal situations. This program involves an annual meeting to review the clients personal situation, to check assets values, and to make sure any new assets are titled properly. If you are like a majority of American, you have procrastinated about doing an estate plan. But as the old saying goes, the only certainties in life are death and taxes, thus you need to have an estate plan before it is too late.
Call 314-492-5167 to schedule your free consultation to discuss creating an estate plan or, if you already have already done some estate planning, to review your existing plan.
If you are interested in becoming a client of our office or if you know of someone who could benefit from our services, follow the links below to learn about our estate planning process and to schedule a free consultation.
If you have a question, a comment, or simply want to have a conversation and explore how we can help, we'd love to hear from you.