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Special Trust Legal LLC – St. Louis County, MO Estate Planning and Special Needs Planning

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Estate Planning

Estate planning services refer to the process of managing and distributing one’s assets and properties after their death, in a way that ensures the smooth transfer of wealth to the intended beneficiaries while minimizing taxes and other expenses. Estate planning services may include drafting legal documents such as wills, trusts, and powers of attorney, as well as providing guidance and advice on strategies for asset protection and wealth transfer. These services may be provided by lawyers, financial advisors, or other professionals with expertise in estate planning. Effective estate planning can help individuals achieve their long-term financial goals and provide peace of mind for themselves and their loved ones.

Portrait Of A Family

Avoiding Surprises and Complications in Your Estate Plan

Avoid surprises in your estate plan by addressing potential issues early. Open communication, clear beneficiary designations and tools like trusts help prevent bitterness, disputes and delays.

How to Avoid Estate Planning Mistakes in 2025

If these things get overlooked, you risk leaving your loved ones with extra challenges during what’s already a tough time.
Washington, MO, Franklin and St. Charles County MO Estate and Special Needs Planning

Millennials and Gen Z Need Estate Plans Now

Though ‘estate planning’ may bring to mind visions of rich families squabbling over the ancestral silver, it isn’t just for the wealthy or older people, financial planners say.

How to Include Digital Life in Your Estate Plan

While the shift to a digital world has made life easier in many ways, it can create headaches for executors and heirs if no plans are made for a “digital afterlife.”

Six Assets to Keep Out of an Estate Plan

By carefully considering what to include in your estate plan—and what to leave out—you can help your family avoid unnecessary conflict and heartache.
Washington Missouri Estate Planning Law

Estate Planning Lessons from Snow White and Cinderella

While some may think that there’s nothing magical about death and taxes, there are many lessons to be gleaned from the well-known characters from the happiest place on earth.
Concept Of Father's Day! Happy Family Dad And Child Daughter Bac

When Should I Start Doing Estate Planning?

Estate planning helps ensure that your assets will be managed and distributed according to your wishes, regardless of your financial situation.

What Do I Need to Do When a Loved One Dies?

It’s easy to overlook an important task after a spouse or other loved one passes away – like retitling assets. It’s a little thing with big ramifications. Follow this checklist to help make a challenging time less confusing.

Communication is Key in Generational Estate Planning

For most families, the estate planning process is more involved than simply naming beneficiaries. While the primary goal of estate planning is transferring assets in an orderly and tax-efficient manner, it’s just as important to focus on preserving wealth across generations.

Here’s Why You Need an Estate Plan

No matter what line of work you are in, estate planning has facets that apply to everyone, and it comes down to documenting wishes and avoiding probate and unnecessary taxes. Too many people put it off, but, in general, the sooner you do it, the better.

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