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Estate Planning

Estate planning services refer to the process of managing and distributing one’s assets and properties after their death, in a way that ensures the smooth transfer of wealth to the intended beneficiaries while minimizing taxes and other expenses. Estate planning services may include drafting legal documents such as wills, trusts, and powers of attorney, as well as providing guidance and advice on strategies for asset protection and wealth transfer. These services may be provided by lawyers, financial advisors, or other professionals with expertise in estate planning. Effective estate planning can help individuals achieve their long-term financial goals and provide peace of mind for themselves and their loved ones.

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What Do You Do If You Suspect an Elderly Family Member Is Being Financially Abused in Missouri?

Although many cases go unreported, the National Council on Aging suggests that the financial exploitation of the elderly may amount to a staggering $36.5 billion annually. That may just be the tip of the iceberg.
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Who Gets Access to Your Digital Assets Account When You Die?

From engaging with people professionally and personally, to posting photos, storing files and accessing our bank account information, this all represents what’s known as our ‘digital legacy.’
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Learn how to pass your family home to heirs seamlessly and avoid probate with the help of estate planning attorneys.

What’s the Best Way to Pass the Family Home to Heirs?

There are many ways to hand down a house—from gifts to outright sales, irrevocable and revocable trusts to wills—each with different benefits and drawbacks.
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Portrait of a sad family of three on the nature. Don't face the complexities of probating an estate in Missouri alone. Learn why hiring an estate planning attorney can save you time and headaches.

Do You Know How to Probate an Estate in Missouri?

Don't face the complexities of probating an estate in Missouri alone. Learn why hiring an estate planning attorney can save you time and headaches.
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Property and Asset Protection Medicaid Estate Planning

What’s the Difference between Medicaid Planning and Estate Planning in St. Louis?

Understanding Medicaid planning vs. estate planning: discover the key distinctions and benefits of each strategy in St. Louis.
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The Increasing Need for Elder Law Attorneys in Missouri: Baby Boomers Retire

Communication is Key in Generational Estate Planning

For most families, the estate planning process is more involved than simply naming beneficiaries. While the primary goal of estate planning is transferring assets in an orderly and tax-efficient manner, it’s just as important to focus on preserving wealth across generations.
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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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Are you a business owner in Missouri? Learn about the special estate planning concerns and opportunities available to you. Tony Westbrooks, the best estate planning lawyer in Saint Louis Missouri

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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Discover the power of revocable trusts in estate planning. Take control of your assets and avoid probate with this essential tool.

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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