Jan 31, 2024 | Estate Planning, Probate
If you and your family are in the process of estate planning, there is a powerful tool that you shouldn’t overlook. This simple addition to your estate plan can simplify the process and help your loved ones avoid the hassle of probate – the Missouri Beneficiary...
Dec 15, 2023 | Estate Planning, Estate Tax
As an estate planning lawyer, I understand that navigating the world of taxes can be a daunting task, especially during challenging times, like after the death of a spouse. For those who have lost a spouse, the financial landscape may seem even more complex. In this...
Oct 9, 2023 | Estate Planning
Planning for the future and ensuring your loved ones’ well-being are top priorities. In St. Charles, Missouri, Jones Elder Law is your trusted partner in navigating the important differences: trust vs will. Which one should you choose? Let’s explore the...
Jul 15, 2023 | Estate Planning
We experience big changes throughout our lifetime. Marriage, divorce, death of a spouse, and for many, as we age, a second marriage. During these times of change, our attention is usually on our family. Thinking about your will and estate plan is not usually on our...
Jun 1, 2023 | Estate Planning, Estate Tax, Wills and Trusts
Understanding the ins and outs of the step-up basis rule can be a valuable tool for seniors and older adults planning their estates. The step-up in basis is a tax provision that allows widows to adjust the cost basis of their deceased spouse’s assets,...
Feb 2, 2023 | Elder Law, Estate Planning, Medicaid, Wills and Trusts
If the worst case scenario happens and you are forced to go to a nursing home, what is your biggest concern? After having this conversation with thousands of clients, St. Charles Elder Law Attorney Rosalind Robertson can attest, “the biggest concern for most people...
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