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Missouri Estate, Tax, Trust, & Retirement Planning

 

Ashland MO - Missori tax planning and trusts -- Brunstrom Law Office PC , Boone County      Click to request assistance
Bethany MO - Missori trust asset management -- Johnathan L Meyer Attorney At Law PC , Harrison County      Click to request assistance
Brentwood MO - Missori charitable remainder trusts -- Steven P Gartenberg , St. Louis County      Click to request assistance
Cape Girardeau MO - Missori living wills and medical directives -- Cochrane & Berens , Cape Girardeau County      Click to request assistance
Cape Girardeau MO - Missori estate taxes, income taxes and capital gains -- Estate Planning & Elder Law, Cape Girardeau County      Click to request assistance
Cape Girardeau MO - Missori end of life bereavement -- Layton & Southard LLC , Cape Girardeau County      Click to request assistance
Cape Girardeau MO - Missori tax planning and trusts -- Summers & Heisserer LC , Cape Girardeau County      Click to request assistance
Carthage MO - Missori trust asset management -- Law Office Of Hensley & Nicholas LLC , Jasper County      Click to request assistance
Chesterfield MO - Missori charitable remainder trusts -- Frank C Dunne , St. Louis County      Click to request assistance
Chesterfield MO - Missori living wills and medical directives -- Kopsky & Heck PC , St. Louis County      Click to request assistance
Chesterfield MO - Missori estate taxes, income taxes and capital gains -- Ronald Lacey , St. Louis County      Click to request assistance
Columbia MO - Missori end of life bereavement -- Barchet Law Office LLC , Boone County      Click to request assistance
Higginsville MO - Missori tax planning and trusts -- Charles F Myers , Lafayette County      Click to request assistance
Joplin MO - Missori trust asset management -- Collins Webster & Rouse , Jasper County      Click to request assistance
Joplin MO - Missori charitable remainder trusts -- Fleischaker & Williams LC , Jasper County      Click to request assistance
Joplin MO - Missori living wills and medical directives -- Law Office Of Hensley & Nicholas LLC , Jasper County      Click to request assistance
Joplin MO - Missori estate taxes, income taxes and capital gains -- Warten Fisher Lee & Brown LLC , Jasper County      Click to request assistance
Liberty MO - Missori end of life bereavement -- Patton & Chamberlain PC , Clay County      Click to request assistance
Marshall MO - Missori tax planning and trusts -- Donald G Stouffer Attorney At Law , Saline County      Click to request assistance
O FALLON MO - Missori trust asset management -- Michael G Schappe , St. Charles County      Click to request assistance
Ozark MO - Missori charitable remainder trusts -- Lee Ann Walker PC , Christian County      Click to request assistance
Saint Charles MO - Missori living wills and medical directives -- Affordable Legal Services 2, St. Charles County      Click to request assistance
Saint Charles MO - Missori estate taxes, income taxes and capital gains -- Baerveldt Law Firm LLC , St. Charles County      Click to request assistance
Saint Charles MO - Missori end of life bereavement -- Barklage Brett Wibbenmeyer & Hamill PC , St. Charles County      Click to request assistance
Saint Charles MO - Missori tax planning and trusts -- Barklage Law Firm , St. Charles County      Click to request assistance
Saint Charles MO - Missori trust asset management -- Dalton Chassaniol & Bellon , St. Charles County      Click to request assistance
Saint Charles MO - Missori charitable remainder trusts -- Larry Boschert , St. Charles County      Click to request assistance
Saint Charles MO - Missori living wills and medical directives -- Rollings & Associates , St. Charles County      Click to request assistance
Saint Charles MO - Missori estate taxes, income taxes and capital gains -- Rollings Shaw & Associates , St. Charles County      Click to request assistance
Saint Charles MO - Missori tax planning and trusts -- Rudy D Beck Attorney At Law , St. Charles County      Click to request assistance
Saint Joseph MO - Missori trust asset management -- Creath S Thorne , Buchanan County      Click to request assistance
Saint Joseph MO - Missori charitable remainder trusts -- Morton Reed Counts & Briggs LLC , Buchanan County      Click to request assistance
Saint Joseph MO - Missori living wills and medical directives -- Shugart Thomson & Kilroy PC , Buchanan County      Click to request assistance
Saint Louis MO - Missori estate taxes, income taxes and capital gains -- Charles R Funk, CPA PC, Saint Louis County      Click to request assistance
Saint Louis MO - Missori tax planning and trusts -- Elder & Estate Planning Law Firm The , Saint Louis County      Click to request assistance
Saint Louis MO - Missori trust asset management -- Finley Glick LLC , Saint Louis City      Click to request assistance
Saint Louis MO - Missori charitable remainder trusts -- John F Bild , Saint Louis County      Click to request assistance
Saint Louis MO - Missori living wills and medical directives -- Law Office Of Stephen P Sullivan , Saint Louis County      Click to request assistance
Saint Louis MO - Missori estate taxes, income taxes and capital gains -- Amen, Gantner & Capriano Attorneys at Law, Your Estate Matters L.L.C.  Saint Louis County      Click to request assistance
Saint Peters MO - Missori end of life bereavement -- Higley Law Group LLC , St. Charles County      Click to request assistance
Savannah MO - Missori tax planning and trusts -- Vohs & Vohs PC , Andrew County      Click to request assistance
Springfield MO - Missori trust asset management -- Affordable Legal Services 2, Greene County      Click to request assistance
Springfield MO - Missori charitable remainder trusts -- Hall Ansley Rodgers & Condry , Greene County      Click to request assistance
Springfield MO - Missori living wills and medical directives -- Law Offices Of Randy L Smith LLC , Greene County      Click to request assistance
Springfield MO - Missori estate taxes, income taxes and capital gains -- Marilynn R Charlton , Greene County      Click to request assistance
Springfield MO - Missori end of life bereavement -- McDonald Hosmer King & Royce , Greene County      Click to request assistance
Springfield MO - Missori tax planning and trusts -- McKay & White LLC , Greene County      Click to request assistance
Springfield MO - Missori trust asset management -- Parks R Clancy , Greene County      Click to request assistance
Springfield MO - Missori charitable remainder trusts -- Timothy J Harris LLC , Greene County      Click to request assistance
Union MO - Missori living wills and medical directives -- Daryl K Hartley , Franklin County      Click to request assistance
Washington MO - Missori estate taxes, income taxes and capital gains -- Buescher Law Office , Franklin County      Click to request assistance
Washington MO - Missori end of life bereavement -- Kuenzel Eckelkamp , Franklin County      Click to request assistance

 

Contact Missouri Estate, Tax, Trust, & Retirement Planning

For the convenience of the public, care providers are listed on this page to show services available in a particular area. We cannot verify the business practice or the background of providers listed on this page. As a result, we do not provide contact information. Members of the Missouri Care Planning Council, listed on this site, have agreed to abide by a code of ethics. If you wish to contact a member of the Missouri Care Planning Council regarding any of the eldercare services listed on this page, please fill out the form below and a council member will contact you. Please be aware that your information may be shared with other members of the Care Planning Council who might be able to help you as well. Read Our Disclaimer.

 

MoCPC

Let Us Help You with Your Eldercare Problems or Questions

The Missouri Care Planning Council (MoCPC) lists companies and individual providers on this website who help families deal with the crisis and burden of long term care. One purpose of this website is to educate the public on the need for care planning before a crisis occurs. A second purpose is to provide, in one place, all of the available government and private services for eldercare. Finally, our ultimate mission is to offer a trusted listing service that the public will recognize and turn to for expert help in dealing with the challenges of long term care.

 
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About Estate Planning and Trust Management

Estate Planning
Trust Management

Estate Planning

A key deficiency in the process of planning for long term care occurs when seniors fail to provide for orderly distribution of assets at death and fail to let their family know what to do when the senior can no longer handle his or her own affairs.

Estate planning from a qualified estate planning attorney, a financial adviser who specializes in estate planning or a CPA planner is the design of documents to provide the orderly transfer of assets and property to the next generation. Wills, living trusts and a myriad of other trust documents or business arrangements to avoid estate taxes, income tax and real estate capitol gains are some of the principal documents used. Estate planning also concerns issues of business succession or disability of a business owner.

Many estate planners are also adding final directive or end-of-life documents such as living wills, powers of attorney and special medical directives. But often these are considered secondary to the process of transferring assets or property. Unfortunately, these documents are much more important to family caregivers dealing with the needs of elderly loved ones.

Estate planners also need to become more involved in the planning process for long term care by helping in the production of a written long term care plan. This should also include meetings with potential family caregivers and instructions or checklists for these people. This important aspect of planning is often overlooked.

Elders or their families who are assisting them should insist on more careful planning for long term care issues when doing an estate plan.

Some advisers have recognized this need and have put together a team of experts such as attorneys, care managers and financial planners who provide a more complete and comprehensive approach to estate planning, long term care and end-of-life issues.

Trust Management

Many people who create trusts or wills or both will designate a trust company or bank to be a trustee for their property instead of using a member of the family or close friend to do this. The reason is that, all too often, assets are mismanaged or even stolen by family members or friends. Using a trust company that has a legally mandated, public fiduciary responsibility avoids this problem.

Trust companies are valuable partners in the management of trusts and in the process of estate planning. These companies, for a small fee, will manage and invest assets, maintain escrow accounts, hold property pending an exchange sale, provide life insurance and income annuities and provide safekeeping of valuables.

A trust is a legal document that "entrusts" property to a trustee (a bank, attorney, individual or trust company) to manage for a person or persons (beneficiaries of the trust) whom the maker of the trust wants to benefit. In most cases, the maker of a trust is creating a benefit for a loved one that will be distributed after the death of the creator or maker of the trust. Trusts usually involve very specific and detailed instructions on how a trustee is to carry out the duty of managing or distributing the property on behalf of a beneficiary.

A trustee will manage investments, keep records, manage assets and prepare court accountings, paying bills and (depending on the nature of the trust) medical expenses, charitable gifts, inheritances or other distributions of income and principal.

A trust relationship is also created in a will when the maker of the will specifies an entity to be an executor or personal representative of the estate. This person or company then becomes a trustee for the deceased individual who made the will. The responsibilities of an executor in settling the estate of a deceased person include collecting debts, settling claims for debt and taxes, accounting for assets to the courts and distributing wealth to beneficiaries.

A third party trust officer such as a bank, attorney or trust company may also assume the role of a guardian for a minor child, distributing assets in a prearranged manner when the child becomes an adult. Or the trust officer may also act on behalf of a developmentally disabled or mentally retarded person distributing assets under a special needs trust.

Trusts are most often used with estate planning. The purpose of estate planning is to minimize the cost and streamline the process of distributing assets to the next generation. Here are some of the more common reasons people create trusts in estate planning.

  • To avoid probate
  • To minimize or eliminate estate taxes
  • To create life insurance trusts
  • To avoid capital gains taxes on the sale of property
  • To create an annuity income through charitable gifting
  • To receive a charitable gifting income tax deduction
  • To manage assets on behalf of a minor or someone who can't handle his or her own affairs