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The Little Red Wagon

When you were a child, you toted your prized possessions around with you wherever you…

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estate planning workshops

Life Stages and Estate Planning

When should you consider visiting with an estate planning attorney? When you reach the age…

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Understanding the Components of Estate Planning

Most people believe that having a proper estate plan in place is important to ensure…

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Do you need an estate plan?

Every year, we all have the best of intentions to whittle down our checklist – clean out the garage, purge our closet, reorganize the kitchen cabinets – you get the idea. But I read a recent survey...
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How the SECURE Act affects your retirement accounts.

The SECURE Act has several positive changes. However, perhaps the most significant change...
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How the SECURE Act affects your clients and planning strategies to help

How the SECURE Act affects your clients and planning strategies to help.

The SECURE Act, which is effective January 1, 2020, is the most impactful retirement legislation of the past decade.
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Could the new Tax Act impact your estate?

Could the new Tax Act impact your estate?

4000 S. Range Line Road Joplin, MO 64804  417.623.2062 | Email Us ProtectingWealth.com STAY CONNECTED         …

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3 Essentials For All Families

3 Essentials For All Families

Dear Friend, Is it just me, or do you have clients that talk themselves out…

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New Looming Tax Law Change Will Increase Estate Taxes!

New Looming Tax Law Change Will Increase Estate Taxes!

Dear Friend,    The IRS recently proposed regulations that will effectively eliminate several commonly used valuation…

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What is Estate Planning Exactly?

What is Estate Planning Exactly?

What is Estate Planning Exactly? Dear Friend, In my 20+ years as an estate planning…

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Estate Taxes Are They Getting Ready To Go Up

Estate Taxes: Are They Getting Ready To Go Up?

Dear Friend,      I'm writing to you today to share an article I recently…

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Inherited IRAs Are No Longer Safe

Inherited IRAs Are No Longer Safe

Inherited IRAs are No Longer Safe From Creditors A couple of years ago the Supreme…

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Estate Planning and Living in a Digital World

Living in a Digital World

We Live In a Digital World Digital Security Protects Clients The year 2016 finds us…

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Knowledge is Power with estate planning

Knowledge is Power

Knowledge is Power Dear Friend, Happy New Year to you and yours! It is my…

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Working with Families on Estate Planning

Working with Families on Estate Planning Dear Friend, Our firm has worked with hundreds of…

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Your Estate IS Worth Protecting

Dear Friend, Many of us are hesitant to think about estate planning because we think…

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