It is an unfortunate reality that we all have to face, one day we will leave our loved ones behind and they will be left to sort out whatever problems we left with them. While we cannot remove the sting of your loss, we can make the transition as easy as possible. Regardless of your needs, a simple will or a complex living trust and advanced directive, we will make sure that you are taken care. We will make sure your family is protected, that your legacy is intact, and that your loved ones are cared for.
YOUR FAMILY'S FUTURE IS IN YOUR HANDS
YOU NEED KNOWLEDGEABLE GUIDANCE
Before becoming a lawyer, I was a financial adviser and I attained my MBA. I understand finance, I can guide you through these steps, and I can help to craft a plan that will work for whatever your needs are. While I won't be giving you financial advice, you will know that the plan we develop will take into consideration your investments, your 401(k), personal IRA, Missouri 529 plan, or any other investment vehicle you may be using.
Personally, I hate it when people can't communicate with me and explain what I'm doing in simple terms. We work to make sure that your plan is not only the best one for you, but that you understand exactly what is happening in terms you get. Whether you are experienced and what technical input or if you just want something to work that you don't have to think about, we will make sure you get what you need.