top of page
Matthew N. Schmidt
Jun 25, 20202 min read
WHY YOU SHOULD REVIEW YOUR BENEFICIARY DESIGNATIONS
Do your beneficiary designations on your financial accounts and retirement accounts reflect your current wishes?
65 views
Matthew N. Schmidt
Apr 22, 20202 min read
FUNDING A REVOCABLE TRUST IN MISSOURI
A revocable trust offers you many potential benefits; However, unless your revocable trust is “funded,” it will be of little value.
161 views
Matthew N. Schmidt
Mar 19, 20202 min read
SECURE ACT: 10-Year Payout Rule Exceptions
The SECURE Act does include exceptions to the 10-Year Payout Rule for inherited IRAs and 401(k)s.
146 views0 comments
Matthew N. Schmidt
Jan 30, 20203 min read
The SECURE Act
The SECURE Act is a comprehensive bill that could have significant implications as to your retirement and savings.
37 views0 comments
Matthew N. Schmidt
Dec 31, 20192 min read
SPECIAL NEEDS: SUPPLEMENTAL SUPPORT TRUSTS IN MISSOURI
Provide additional support for your loved one with special needs without disqualifying him/her from benefits, with a Special Needs Trust.
49 views0 comments
Matthew N. Schmidt
Nov 1, 20191 min read
A DIVORCE MEANS IT'S TIME TO REVIEW YOUR ESTATE PLAN
If your marriage is being dissolved, it is important that you do not wait to update your estate planning documents.
37 views0 comments
Matthew N. Schmidt
Aug 22, 20192 min read
ESTATE PLANNING: NAMING A GUARDIAN
We can help you with a Last Will and Testament that names a guardian to care for your child in the event of your death.
58 views0 comments
Matthew N. Schmidt
Jul 9, 20193 min read
BUSINESS SUCCESSION PLANNING
There are important simple steps you can take now to protect your family and your business in the face of unforeseen events.
53 views0 comments
Matthew N. Schmidt
May 23, 20192 min read
MAY WE DISCUSS POWER OF ATTORNEY?
A General Durable Power of Attorney for financial purposes is an extremely important part of your estate plan, whether you’re 18 or 88.
76 views0 comments
Matthew N. Schmidt
Mar 26, 20192 min read
I’M JUST NOT THERE YET
Ignoring estate planning until you’re older or own more assets is costly to your loved ones and can cause you unneeded stress and worry now.
139 views0 comments
Matthew N. Schmidt
Mar 5, 20191 min read
NONPROBATE TRANSFERS
One of the biggest misconceptions about estate planning law is that having a Will avoids the need for probate at the time of your death.
172 views0 comments
bottom of page