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Developing a healthy co-parenting relationship can be one of the most significant challenges parents face after separation or divorce. This post provides some high-level thoughts on how best to successfully navigate what can be the choppy waters Understanding Effective Co-Parenting Co-parenting is the shared responsibility of raising children when parents are no longer together. The […]
Planning for Medical Emergencies in Missouri
A sudden medical emergency can leave loved ones unable to make decisions or access important information when needed. Without advance planning, families can be left scrambling to figure out who can speak to doctors, access medical records, or handle urgent financial matters while you’re unable to handle these matters on your own. Why You Should […]
Planning for Greatness with CITY SC
Welcome to the first post in my Planning for Greatness with CITY SC series. It’s a series I just made up, so we’ll see how this goes. First off, and this is important, posts in my Planning for Greatness with CITY SC series are purely for fun and enjoyment – there is nothing legal here. […]
Beneficiary Deeds in Missouri
A beneficiary deed can be a helpful tool in estate planning. It offers a simple way to transfer real estate outside of probate while maintaining control of the property during your lifetime. But it’s not the right fit for everyone. In some cases, property needs to be transferred immediately, not after death. If you have […]
Revocable Living Trusts in Missouri – Frequently Asked Questions
You’re here. You want to know a bit about revocable living trusts in Missouri. And you should be able to find everything you need below. But getting to the gist of things, a revocable living trust stands at the center of many effective estate plans in Missouri, offering control during your lifetime and seamless asset […]
One Big Beautiful Bill Act Raises Estate Tax Exemption to $15M in 2026
The One Big Beautiful Bill Act is 870 pages long (or at least my version is). Just a few lines of one page of the bill covers an increase and extension to the federal estate tax exemption. We’ll cover that below. The rest of the bill seems to focus on extending, or making relatively permanent, […]
Estate Planning Is About Protection
Estate planning is not about how much you have. It is about what you want to protect. Most families do not build estate plans solely for financial reasons. They do it because they care about who they leave behind. They want to make hard moments easier. They want to keep their families out of court, […]
The Difference Between A Revocable and Irrevocable Trust
Most people are fine with a revocable trust. It keeps things simple and smooth, which is exactly what most families need. But sometimes, simple is not enough. If you are trying to protect assets, plan for long term care, or lower future tax bills, you might need more protection. This is when knowing the difference […]
So You Need an Estate Plan, But Don’t Know Where to Start?
Estate planning isn’t only for the wealthy. It matters to anyone who wants to make smart decisions about their family and finances. If you’re considering a will or trust but feel unsure where to start, you’re not alone. And this is a good place to start. Your Story Comes First: What Are Your Goals? Good […]
Honest Wills and Trusts: Estate Planning Lessons from Abraham Lincoln
Abraham Lincoln held a divided nation together, ended slavery, and gave speeches still remembered today. He’s become one of my favorite historical figures, finding a prominent spot in my office right behind my desk. You could say, a daily reminder of leadership grounded in principle, which I find of great value in practice. But interestingly […]