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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
67 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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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.
Matthew N. Schmidt
Dec 31, 20192 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
39 views
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