Matthew N. SchmidtOct 7, 20202 min readRISKS OF DIY ESTATE PLANNINGEstate planning is a lot more than filling out forms.
Matthew N. SchmidtApr 22, 20202 min readFUNDING A REVOCABLE TRUST IN MISSOURIA revocable trust offers you many potential benefits; However, unless your revocable trust is “funded,” it will be of little value.
Matthew N. SchmidtMar 19, 20202 min read SECURE ACT: 10-Year Payout Rule ExceptionsThe SECURE Act does include exceptions to the 10-Year Payout Rule for inherited IRAs and 401(k)s.
Matthew N. SchmidtDec 31, 20192 min readSPECIAL NEEDS: SUPPLEMENTAL SUPPORT TRUSTS IN MISSOURIProvide additional support for your loved one with special needs without disqualifying him/her from benefits, with a Special Needs Trust.
Matthew N. SchmidtApr 25, 20192 min read3 COMMON ESTATE PLANNING MISTAKES (And How to Avoid Them) Tackling estate planning without the assistance of an experienced estate planning attorney can lead to mistakes that affect your heirs and b
Matthew N. SchmidtMar 5, 20191 min read NONPROBATE TRANSFERSOne of the biggest misconceptions about estate planning law is that having a Will avoids the need for probate at the time of your death.