Trust & Estate Planning
Have you met with a professional to look your Will, Trust or Power of Attorney over recently?
Reviewing our Estate Plan is not something we typically think about. A good rule of thumb is to review them every 3 to 5 years or when there is a significant life change (i.e. birth, purchase/sale of property, etc.).
Give us a call at 417-326-8734 to schedule your consultation with our Estate Planning specialist, Ms. Lightfoot, today.
A will can help transfer property and avoid tax burdens. Depending on your wishes and the size of your estate, your will in Missouri could be a single page or a lengthy, complex document. Plus a trust can either be created during a person’s lifetime, or after death, by a will.