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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...
Matthew N. Schmidt
Dec 20, 20222 min read
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RISKS OF DIY ESTATE PLANNING
Estate planning is a lot more than filling out forms.
Matthew N. Schmidt
Oct 7, 20202 min read
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WHY YOU SHOULD REVIEW YOUR BENEFICIARY DESIGNATIONS
Do your beneficiary designations on your financial accounts and retirement accounts reflect your current wishes?
Matthew N. Schmidt
Jun 25, 20202 min read
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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.
Matthew N. Schmidt
Apr 22, 20202 min read
162 views


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.
Matthew N. Schmidt
Mar 19, 20202 min read
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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.
Matthew N. Schmidt
Nov 1, 20191 min read
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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
Matthew N. Schmidt
Apr 25, 20192 min read
137 views
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