Estate Planning, Medicaid Planning and Probate Blog

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

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.

Discover how MOHealthNet Medicaid affects home ownership. Learn the estate recovery rules to safeguard your legacy in Missouri.
Understanding Medicaid planning vs. estate planning: discover the key distinctions and benefits of each strategy in St. Louis.
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.
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.
Discover how Formula Law can prevent estate disputes like Tony Bennett's case and ensure harmony for Missouri families.
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.
Receive family business inheritance? Evaluate the pros and cons to ensure a thriving future while preserving the legacy.
For most business owners, the business is the most valuable item on their balance sheet.
Learn how to simplify your estate for your heirs. Get started by updating and finalizing your estate planning documents.
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.
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.
Learn about the dangers of financial elder abuse from family caregivers. Find out how to safeguard your loved ones from exploitation and manipulation.
Learn how to protect assets and become eligible for Medicaid with practical strategies, while avoiding questionable methods.
Discover how to safeguard your property and qualify for long-term care with Medicaid in Missouri. Learn about asset protection plans and exemption criteria.
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.
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.
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.