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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
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
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.
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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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