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Yes, the old adage says that the only certainties in life are death and taxes. We are in tax season and most everyone is preparing tax returns and reviewing their investments and income. This is also a good time to review your estate planning documents and how you plan to transfer your wealth onto your children or significant others. Our office will help you prepare a Last Will and Testament, Powers of Attorney for legal and heath, and non-probate transfer documents such as TOD forms and beneficiary deeds. If you want to be more aggressive with your estate planning and control how the funds are distributed, we will prepare a Revocable Living Trust for you.

So after that tax return is completed, or now while the idea is fresh on your mind, call my office and schedule an appointment to come in. Call David Schmidt @ (636) 240-6667.

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