MO Estate Planning

The best thing about having a Trust is that you get to decide at what age your beneficiaries receive their money! A Trust can avoid the inflexibility of conservatorship that passes assets to the children at age 18. The Trust agreement can indicate any age (25, 30, and so on) at which the trust terminates and assets pass to the children. The Trust document states how parents wish the money to be spent, who should be the Trustee, and when the trust should terminate so assets p...ass to the children. The Trustee has the responsibility of following the parent’s directions for health, education and support of the children as outlined in the Trust agreement. The Trustee writes checks for the children’s living expenses, education and other costs. There is much flexibility for distribution of assets to children in a Trust, talk to an attorney to learn more. #moestateplanning #freeconsultation #southwestMO #jennifertriplett #realestateplanning #RLT #protect #yourlegacy #calltoday

Losing a love one is hard enough. The handling of their estate does not have to be. Check in with your spouse, parents and grandparents. Make sure they have their estate in order, its not too late! Call us today for a free consultation at (417)520-7586. , , , !

HAPPY FRIDAY from all of us at MO Estate Planning! Have a wonderful holiday weekend!

Word of mouth is a very powerful tool. Many of our client's have been recommended by other clients. Are you ready to begin planning for your future?! Call MO ESTATE PLANNING at 417-520-7586 to schedule your consultation and start protecting your family, your wishes and your legacy!

Now is the time to start planning to protect your legacy. Call us at 417-520-7586 to schedule your free consultation with MO Estate Planning.

Save 10% now through January 31st when you sign up for a Trust or Estate Plan with MO Estate Planning! Call us today to schedule your free consultation, 417-520-7586.

Do you own property in more than one state? Not to worry, we can absolutely help with your estate planning! Our office will work hard to alleviate your estate planning concerns and make finalizing your plan painless! Call us today at 417-520-7586 for a free consultation!

Thank you to the Nanney's! We love getting the feedback!

Whether you are considering a Will or Trust Plan, selecting a Healthcare Agent is part of the process. Be sure to relay your wishes to your chosen Healthcare Agent. The responsibilities of the Healthcare Agent can be simplified as long as they know what you want.

QOTD: Can I purchase other property or assets after I have established my Revocable Living Trust? Yes. As the Trustee of your Living Trust, you may add any property or assets to your Trust at any time. You will simply purchase the asset in the name of the Trust as the Trust, not in your name.

Plan for your future today, to protect your legacy in the future. Call us today at 417-520-7586 to schedule your FREE consultation.

It is never too late to start planning an emergency fund!

While it may look different this year, the Turkey Trot must go on!

Call us today at 417-520-7586 to save!

Putting our client's at ease is our #1 priority!! #moestateplanning #freeconsultation #southwestMO #jennifertriplett #realestateplanning #RLT #protect #yourlegacy #calltoday #reviews #clientfeedback

What assets should/may not be transferred to my Revocable Living Trust? Personal effects Life Insurance Policies, Annuities and IRAs/401(k)s under these accounts, the Trust is typically the beneficiary or the contingent beneficiary

Start planning today for your future! Call MO Estate Planning at 417-520-7586 to schedule your free consultation.

Knowing you can trust the reputation of a nursing home makes all the difference when faced with making difficult decisions about our loved ones. Learn more in this article!

Check out these Five scenic fall drives in the Ozarks!

Fun Fact Friday... It's illegal to drive with an uncaged bear in Missouri. Looks like your bear pals will have to walk...OK, we've got to admit that while it would be a heck of a road trip to tell your mates about, we're with Missouri on this one. Just not sure why it has to be illegal we can't see many people managing this one!