573-634-2910
Estate Planning
Jefferson City, Missouri
Make sure you are protected
Understanding the law can be difficult, even though it's designed to protect your rights, they don't make it easy to understand. Our services are meant to educate, create, and implement a legal plan that suits you and you needs.
The law is designed to help you protect your rights, your loved ones, and your property. Non-probate transfers, life insurance and retirement plan beneficiaries, joint tenancies, various trusts, and life estates are some of our areas of focus.
Estate Planning
Let us assist and guide you through the estate planning process. There can be a lot of confusing options, but we can help you by giving you the knowledge to understand it. We will create the necessary documents of beneficiary and life estate deeds, wills, living and other trusts for distribution, transfer-on-death designations for property, and joint-tenancy deeds. And customize a plan just for you. When considering your needs we also must consider some other factors, such as:
- Forms of property ownership and your intentions regarding its disposition
- Health or special needs issues you and your family face
- Distributions of IRAs
- Children of a prior marriage
- Creating incentive or disincentives for beneficiary behavior
- Family Farm
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