The Importance of Asset Alignment Establishing a trust is a great first step toward planning for your future and protecting your family. However, if you haven’t taken the step to have your assets aligned, it may be as good as…
People are trustworthy, and the world is full of good, yet that doesn’t mean evil doesn’t exist. There are plenty of bad actors out there, and among the worst are those who prey on well-meaning individuals working only to protect…
This modern, data-driven world offers little in the way of privacy, and yet most folks still assume their most intimate affairs won’t wander into the public domain. This is a risky assumption and yet the reason might surprise you. It’s…
Your estate plan is finished. You’ve dotted your I’s, crossed your T’s, and you’re feeling good about the work you’ve done in the interest of protecting your family. But how do you ensure the intention behind your effort will shine…
An estate plan is a set of powerful tools that protect your wealth and furnish you with financial security. However, like all powerful tools, estate planning techniques are subject to misuse and when this happens, the consequences can be severe.…
Did you know that millennials collectively only own about 5% of the country’s overall wealth? Baby boomers, on the other hand, own about 52%! With that in mind, it’s crucial to understand how to pass along your generational wealth to…
The golden rule of estate planning is that after any major life event, your estate plan needs updating. Did you get married? Your plan needs to reflect this. Do you have a child on the way? Protecting your family now…
Both Missouri and Arkansas have accepted federal Medicaid expansion which means that in 2022, an even wider swath of residents of both states qualify for Medicaid. Expanded Medicaid eligibility is great news for low- and middle-income families alike who otherwise…
If your 22-year child is about to get married, what’s the first thing that comes to mind? What if that child happens to be the heir to a $480 million fortune (lucky you)? And what if their bride-to-be is the…
When most folks think of pour-over, it’s not estate planning but trendy coffee shops and Chemex wood-neck coffee makers that come to mind. As good as pour-over coffee may be, however, it turns out there’s another type of pour-over that…