St. Charles County: (636) 535-2733 | St. Louis County: (314) 763-2739 | Statewide: (636) 422-5107
Planning your family’s future starts best with an early roadmap, there’s no such thing as too soon.
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Estate Succession Planning
Rapidly rising long-term care expenses can deplete a lifetime of savings in a matter of months
Creating an estate plan might feel uncomfortable, but it’s one of the smartest steps you can take to protect your loved ones. A well-structured plan can simplify the legal process for your heirs, offer tax advantages, and even improve your eligibility for certain benefits. Most importantly, it gives you peace of mind and control over your future. A St. Peters estate planning lawyer can help tailor a plan that fits your unique needs and ensures your wishes are legally protected.
Estate planning is more than paperwork, it’s your chance to make your wishes known before you can’t speak for yourself. Whether it’s future healthcare decisions or passing down assets, defining your goals early gives your plan purpose and power. Without clear direction, your property may not be handled the way you intend.
A crucial first step is creating a full inventory of your assets. This includes everything from cash and real estate to family heirlooms and business interests. You can’t make effective decisions about your estate without knowing what’s in it. A comprehensive list ensures your plan reflects your actual holdings and goals.
Once you understand what you own, the next step is figuring out who should receive it. A will can specify these wishes, but a trust might be better if you want to avoid probate delays. Choosing the right tool helps ensure your property is passed on smoothly and according to your terms.
Estate planning isn’t one-size-fits-all. Understanding your legal options—like wills, trusts, and other testamentary tools—helps you make informed decisions that benefit your loved ones. A St. Peters estate planning attorney can guide you through the process and help create a plan that fits your life and legacy.
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While a will is a key part of any estate plan, it’s not the only option. Wills go into effect after death and guide asset distribution through probate, but they must meet legal requirements—like being signed by the testator and two witnesses under Missouri law. Beyond wills, trusts offer a way to transfer property outside of probate, either during life or after death. Trusts can also help reduce asset value for government benefit eligibility. A knowledgeable St. Peters attorney can help you choose the right tools for your goals.
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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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