St. Charles County: (636) 535-2733 | St. Louis County: (314) 763-2739 | Statewide: (636) 422-5107
St. Charles County: (636) 535-2733 | St. Louis County: (314) 763-2739 | Statewide: (636) 422-5107
State of Missouri
Designing a future that protects your loved ones begins well before it’s needed.
Medicaid Strategy
Trusts for Business Owners
Smart Tax Moves
Trust Funding
Business Guardianship
Nursing Home Planning
Medicaid Strategy
Care Trusts
Provisions in Business
Veteran Benefits
Transition Strategy
A few months of long-term care could devastate your personal and business assets. Succession planning must include care cost protection.
Few business owners realize how quickly personal care expenses, often over $10,000 per month, can affect not only their savings but also their company. Without a plan, succession goals can unravel under financial pressure.
Our business planning approach integrates long-term care protection, helping you conserve resources and ensure a smooth transition for the next generation.
As business owners age or face unexpected health issues, it’s crucial to appoint a successor who can carry the torch.
With detailed planning, you define how and when authority is transferred, ensuring your business is run exactly as you’d want.
For business owners, a durable financial power of attorney ensures a trusted individual can manage personal and business-related finances if you’re unable to do so.
This authority is only triggered under conditions you define, maintaining continuity without sacrificing control.
Protect your health and legacy by assigning medical decision-making power to someone reliable. With your written instructions, your care will reflect your values, even in emergencies.
With an advance directive in place, you take control of your medical future, clearly indicating which life-sustaining interventions you consent to, so your values are respected without guesswork.
Join Our Free Seminar!
Secure the future of your business and your family with strategic planning. Learn how to protect your company, transfer leadership smoothly, and leave a lasting legacy.
We begin by aligning your business and succession goals.
We build a succession plan with the right legal tools, wills, trusts, and powers of attorney, designed to fit your business needs. Our straightforward approach ensures your documents are legally sound under Missouri law.
Start planning your business’s future today, let’s create a strategy that works for you.
A last will lets you name your beneficiaries and appoint guardians for your children, ensuring your legacy and intentions are carried out after your passing.
A revocable trust moves assets, avoids probate, and adapts to business or life changes.
Use an irrevocable trust to protect business assets and limit estate taxes.
Even business owners can benefit, these trusts protect personal and family assets while maintaining Medicaid eligibility, ensuring future care without disrupting succession plans.
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St. Charles County
1551 Wall Street, Suite 240
St. Charles, MO 63303
(636) 535-2733
O’Fallon
856 Waterbury Falls Dr. Suite 200
O’Fallon, MO 63368
(636) 422-5107
*By Appointment Only
St. Louis County
721 Emerson Road, Suite 120
St. Louis County, MO 63141
(314) 763-2739
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