Most people believe that having a proper estate plan in place is important to ensure that they and their families are taken care of. According to Caring.com’s 2019 survey, 76 percent of respondents believe that having a will is important,…
Aretha Franklin Died Without an Estate Plan Dear Reader, The "Queen of Soul," Aretha Franklin, is known and loved around the world, and there are millions that can sing along when her famous anthems "R.E.S.P.E.C.T." and "A Natural Woman"…
Dear Reader, There is a new generation of high net worth clients emerging, and the advice we give to these nouveau riche is quite different from the advice we would render to our seasoned clients. In fact, much…
4000 S. Range Line Road Joplin, MO 64804 417.623.2062 | Email Us ProtectingWealth.com STAY CONNECTED Dear Friend, On December 22, 2017 President Trump signed the Tax Cut and Jobs Act (TCJA) into law. The new law makes modifications to the income…
Basics of Medicaid What You Can & Cannot Keep Dear Friend, We meet with families on an almost daily basis to discuss Medicaid qualification, and the number one question we receive is, "How can I qualify for Medicaid without…
Dear Friend, Is it just me, or do you have clients that talk themselves out of hiring you? In my experience, there is an unspoken stigma that estate planning is only for the very wealthy, and our firm endlessly strives…
Dear Friend, Happy 241ist Independence Day! I'm grateful for America's many forefathers that bravely forged the nation we are privileged to live in today. Just this weekend I read an intriguing and influential article by Tom Vick, the State Bar President…