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Matthew N. Schmidt
Dec 20, 20222 min read
BUY/SELL AGREEMENTS AND WHY YOU MIGHT NEED ONE.
In the event something happened to you, what would become of your share of ownership in your closely held corporation or limited...
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Matthew N. Schmidt
Oct 7, 20202 min read
RISKS OF DIY ESTATE PLANNING
Estate planning is a lot more than filling out forms.
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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?
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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.
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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.
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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.
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Matthew N. Schmidt
Apr 25, 20192 min read
3 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
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