Creating a Revocable, or Living Trust in Missouri is basically a two step process.  The first, and most easily understandable, is creating the Trust document itself.  This is done after discussing all options and carefully putting together the instrument, and then signing it. A second step that is nearly as important is the “funding” of…

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I got a couple of weeks ago from Barry.  Barry was very concerned that his mother’s trust will be challenged.  Mom’s second husband died several years back.   Mom and her second husband each had their own children from their first marriages.  At the time of the second husband’s death his children received what amounted to his assets and property.  Barry’s…

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We often talk about using provisions in Wills and Trusts to protect money and other assets that are left to children and other family members. Another function of proper planning is to create incentives for family members left behind. These can be as varied as your imagination allows. You may wish to reward a child…

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New and young parents often have several things in common. They often have a home with relatively little equity, and very little else. Hopefully they have a decent job or jobs, and decent prospects for advancement. When they think about estate planning they often just worry about naming a guardian for their children – which…

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We are asked constantly about avoiding probate.  There are many ways to do this.  What works best for your situation is a very highly individualized matter.  Essentially there are two ways. Beneficiary Designations, including Transfer on Death and other similar tools; and Revocable Living Trusts Joint ownership of property also avoids probate provided it is…

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