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Estate Planning, Medicaid Planning and Probate Blog

St. Louis Estate Planning, Medicaid Planning, and Probate Law Firm

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Here’s Why You Need an Estate Plan

No matter what line of work you are in, estate planning has facets that apply to everyone, and it comes down to documenting wishes and avoiding probate and unnecessary taxes. Too many people put it off, but, in general, the sooner you do it, the better.
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Discover how Formula Law can prevent estate disputes like Tony Bennett's case and ensure harmony for Missouri families.

Maximizing Tax-Free Giving to Children: Gifting Strategies for Affluent Parents

Affluent estate owners are opting to support their children and grandchildren financially during their lifetimes. We explore three strategies that can maximize tax-free giving to consider in your estate planning.
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Receive family business inheritance? Evaluate the pros and cons to ensure a thriving future while preserving the legacy.

Business Owners and Estate Planning: Special Concerns for Missouri Business Owners

For most business owners, the business is the most valuable item on their balance sheet.
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Learn how to simplify your estate for your heirs. Get started by updating and finalizing your estate planning documents.

Estate Planning and Long-Term Care: How Can Seniors Living in Missouri Afford Skilled Nursing in Their Senior Years

High healthcare costs often do not align with the fixed income of older individuals, raising concerns about affordability and accessibility. We explore the need for long-term care, why Medicare and Medicaid are not long-term options, and estate planning to plan for skilled nursing care proactively.
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Baby Boomers are Retiring and the Need for Elder Law Attorneys Is Rising in Missouri

Elder law is emerging as part of a holistic estate plan to address medical, financial and incapacity issues as we age. This article examines elder law, the increasing necessity for attorneys in this field and where it fits in estate planning.
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Learn about the dangers of financial elder abuse from family caregivers. Find out how to safeguard your loved ones from exploitation and manipulation.

Asset Protection Strategies for Medicaid Eligibility in Missouri

Learn how to protect assets and become eligible for Medicaid with practical strategies, while avoiding questionable methods.
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Discover how to safeguard your property and qualify for long-term care with Medicaid in Missouri. Learn about asset protection plans and exemption criteria.

Hiring an Elder Law Attorney in Missouri: A Guide for Seniors and Caregivers

Handling your parent's or spouse's financial affairs and long-term care planning is not for the faint of heart or a task for the unprepared. Having an experienced elder law attorney advocate for you who helps create a comprehensive estate plan benefits the family.
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Plan for the future with a solid estate plan. Understand the distinction between a living will and last will and testament for peace of mind.

In Missouri, Access a Decedent’s Online Accounts Without a Will or Trust

We all have a digital footprint that does not necessarily die with us. There are three things you should do to best prepare your executor, trustee or other personal representative to properly handle your posthumous digital affairs.
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How Should a Single Person Create an Estate Plan?

Estate planning for singles: make a will, draft a durable power-of-attorney, name an attorney-in-fact, and a health care proxy.
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Discover essential tips for choosing an estate planning attorney in Missouri. From drafting wills to setting up trusts, find the right attorney for your needs.

How to Choose an Estate Planning Attorney in Missouri: Essential Tips and Questions to Ask

Estate planning is critical to ensuring your legacy and wishes are respected. Choosing the right estate planning attorney is essential to this process. This article provides tips for selecting an attorney to serve your needs best and guide you through crafting a comprehensive estate plan.
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