True Estate Planning

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💙 Leaving assets directly to a loved one with disabilities can unintentionally affect their eligibility for government b...
06/18/2026

💙 Leaving assets directly to a loved one with disabilities can unintentionally affect their eligibility for government benefits, which means how a plan is structured matters as much as whether one exists at all. If you have questions about planning for a family member with special needs, we can help you understand what options are available and how they work.

The choice of a lawyer is an important decision and should not be based solely upon advertisements.

💙 Many families assume that leaving assets directly to a loved one with disabilities is the most straightforward way to ...
06/17/2026

💙 Many families assume that leaving assets directly to a loved one with disabilities is the most straightforward way to provide for them, but it can create complications that affect support they are already receiving. If you have questions about how to plan for a family member with special needs, we can help you understand the options that are designed to protect both their care and their benefits.

The choice of a lawyer is an important decision and should not be based solely upon advertisements.

💙 Leaving money directly to a family member who receives government benefits can unintentionally disqualify them from th...
06/16/2026

💙 Leaving money directly to a family member who receives government benefits can unintentionally disqualify them from the programs they depend on, which is why how you leave assets matters as much as how much you leave. If you have questions about planning for a loved one with special needs, we can help you understand your options.

The choice of a lawyer is an important decision and should not be based solely upon advertisements.

💙 There are documented cases where a family member left assets directly to a loved one with disabilities, believing it w...
06/15/2026

💙 There are documented cases where a family member left assets directly to a loved one with disabilities, believing it was the most straightforward way to help, only for that inheritance to reduce or eliminate the government benefits they relied on for daily care. If you have questions about how to plan for a family member with special needs, we can help you understand what options are designed to avoid that outcome.

The choice of a lawyer is an important decision and should not be based solely upon advertisements.

06/15/2026

Most people do not think about healthcare directives until they are in a situation where it is too late to have the conversation. A healthcare directive is a written document that spells out your medical wishes so that your chosen power of attorney knows exactly what to do on your behalf if you are ever unable to make those decisions yourself. There is a detailed list of questions you work through to make sure nothing is left to interpretation. It is one of the most important things you can do for the people who love you and it is a lot more straightforward than most people expect.


Disclaimer - I am not your lawyer. The choice of a lawyer is an important decision and should not be based solely upon advertisements.

🩷 Today we are celebrating Beth Club and another year of her incredible work and dedication to our team. We are so grate...
06/13/2026

🩷 Today we are celebrating Beth Club and another year of her incredible work and dedication to our team. We are so grateful to have her and everything she brings to our clients every single day.

06/12/2026

Fun Fact Friday! 35% of Gen Z homeowners are single women, and 60% of those women don't have an estate plan. This is very common, especially with the younger generations. It should be second nature that when you're buying a house, you should be getting an estate plan as well. If you don't have a plan, the state has one for you and it can be very costly and time consuming.

Disclaimer - I am not your lawyer. The choice of a lawyer is an important decision and should not be based solely upon advertisements.

Yesterday morning, our firm had the pleasure of hosting a Morning Mingle, and we were thrilled with the turnout! Thank y...
06/11/2026

Yesterday morning, our firm had the pleasure of hosting a Morning Mingle, and we were thrilled with the turnout!

Thank you to everyone who stopped by to start their day with us. We appreciate the support, the conversations, and the opportunity to bring together so many great professionals from our community.

We may have missed a few photos, but we're grateful for everyone who attended and helped make the event such a success. We hope you had the chance to make some valuable new connections and strengthen existing ones.

Thank you for spending your morning with us. We look forward to seeing you again soon!

⭐ We are so thankful for these kind words and for the trust placed in Beth, Kelly, and our team during what we know was ...
06/11/2026

⭐ We are so thankful for these kind words and for the trust placed in Beth, Kelly, and our team during what we know was not an easy time.

We had a blast sponsoring a hole at Greater North County Chamber of Commerce Golf Tournament! ⛳️Our marshmallow-drivin...
06/10/2026

We had a blast sponsoring a hole at Greater North County Chamber of Commerce Golf Tournament! ⛳️

Our marshmallow-driving contest brought plenty of laughs, a little friendly competition, and some dirty clubs! 😂

It was such a fun day meeting new people, catching up with old friends, and being part of a great event. Thanks to everyone who stopped by and joined in the fun!

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250 Saint Catherine Street
Florissant, MO
63031

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