Matthew N. SchmidtOct 7, 20202 min readRISKS OF DIY ESTATE PLANNINGEstate planning is a lot more than filling out forms.
Matthew N. SchmidtJun 25, 20202 min readWHY YOU SHOULD REVIEW YOUR BENEFICIARY DESIGNATIONSDo your beneficiary designations on your financial accounts and retirement accounts reflect your current wishes?
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. SchmidtMay 23, 20192 min readMAY 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.