Personalized Estate Planning Services for Families in Franklin County, MO
Special Trust Legal LLC
Protect your assets and secure your family’s future with a personalized estate plan. Jennifer DiCarlo offers the guidance you need to create a lasting legacy and peace of mind for those you love.
Planning for the future can feel complex, but with over 20 years of experience, estate planning attorney Jennifer DiCarlo simplifies the process for families in Franklin County. At Special Trust Legal, we tailor each estate plan to reflect your individual needs and wishes, ensuring that your finances, healthcare preferences, and legacy are clearly documented and protected. Let us help you secure what matters most, now and for the future.
Get in Touch with Jennifer DiCarlo
Create a tailored estate plan that protects your family and your legacy.
Why Estate Planning is Crucial for Your Family’s Security
Estate planning is more than distributing assets—it’s about protecting your family’s future, ensuring your healthcare wishes are honored, and reducing the burden on your loved ones. Whether you’re planning for retirement, preparing for potential health challenges, or simply wanting to safeguard your assets, estate planning is an essential step for everyone. Through wills, trusts, powers of attorney, and other legal tools, Jennifer DiCarlo works with Franklin County families to create thoughtful and effective estate plans that protect against uncertainties and honor your wishes.
Core Elements of an Estate Plan
Last Will and Testament
A Last Will and Testament is a foundational document that clearly lays out your instructions for distributing your assets and handling personal matters after your death. It allows you to name beneficiaries and guardians for your minor children, ensuring that your wishes are respected. However, because a will must pass through probate, it’s important to consider additional estate planning tools to avoid delays and simplify the process for your family.
Revocable Living Trusts
A Revocable Living Trust gives you more flexibility than a traditional will by allowing you to manage your assets during your lifetime and easily pass them to beneficiaries after your death without going through probate. You retain control over the trust and can adjust it as circumstances change. Should you become incapacitated, a trustee can step in to manage your affairs, ensuring continuity without court involvement. Jennifer DiCarlo helps Franklin County families create revocable trusts that provide long-term security and peace of mind.
Irrevocable Trusts
Irrevocable Trusts serve as a robust estate planning tool for those looking to protect their assets, minimize taxes, or secure eligibility for certain government benefits. Once assets are placed into an irrevocable trust, the grantor no longer has control, offering a level of protection that revocable trusts do not. These trusts can help shield assets from creditors, reduce estate taxes, and provide for loved ones well into the future. Jennifer DiCarlo works closely with her clients to design irrevocable trusts that meet specific financial and legacy goals.
Durable Power of Attorney for Financial Matters
A Durable Power of Attorney for finances allows you to designate a trusted individual to manage your financial affairs if you become unable to do so. This can include everything from paying bills and handling investments to managing real estate and other important transactions. Having a durable power of attorney in place ensures that your financial matters are managed according to your wishes, without the need for court intervention. Jennifer DiCarlo can assist you in choosing the right person and outlining the powers they will have.
Healthcare Power of Attorney and Advance Directives
Your healthcare decisions are a deeply personal matter, and having a Healthcare Power of Attorney ensures that your medical treatment aligns with your preferences. In conjunction with an advance healthcare directive, this document appoints someone you trust to make healthcare decisions on your behalf if you’re unable to do so. From life-sustaining treatments to specific medical interventions, your healthcare power of attorney ensures that your wishes are respected, even during times when you cannot communicate them. Jennifer DiCarlo helps Franklin County clients create clear and comprehensive healthcare directives that provide peace of mind.
More Than Just Wills and Trusts: Holistic Estate Planning
Estate planning is not just about legal documents; it’s about crafting a complete strategy for your future. At Special Trust Legal, we believe in taking a holistic approach to ensure that every aspect of your life is planned for—from financial stability and healthcare preferences to legacy and charitable giving. Jennifer DiCarlo will work closely with you to ensure your estate plan reflects your values, protects your loved ones, and preserves your legacy.
Speak with Our Franklin County Estate Planning Office to Start Planning Today
Don’t wait for life’s uncertainties to take you by surprise. At Special Trust Legal, we are committed to helping families in Franklin County protect their assets, provide for their loved ones, and create a secure plan for the future. Whether you’re just starting your estate planning journey or need to update existing documents, Jennifer DiCarlo will guide you every step of the way.
Book a call with Jennifer DiCarlo now
Start building a secure and personalized estate plan that protects your family and honors your wishes
Book a call with Special Trust Legal today to secure your family’s future. We’ll help you plan for the rest of your life and beyond.