Estate Planning in Missouri

Estate Planning Services

Estate Planning at Fennell Elder Law and Estate Planning: Crafting Legacies Missouri

Securing the future of your loved ones and ensuring a seamless transition of your assets, values, and legacy are matters of paramount importance. At Fennell Elder Law and Estate Planning, we understand this better than most. Based in St. Charles, Missouri, we have the expertise needed to help design comprehensive, customized estate plans that address your unique circumstances and long-term goals.

Understanding Estate Planning

Estate planning is a legal process where you formally lay out your wishes regarding the management of your assets and the care of your dependents in the event of your incapacitation or death. The tools used can include wills, trusts, power of attorney, health care directives, and more.

A well-crafted estate plan serves to:

Ensure your assets are distributed according to your wishes,
Provide for your loved ones,
Minimize costs,
Minimize potential taxes,
Assign guardianship for minor children,
Appoint trusted individuals to manage your affairs, both in the case that you should become incapacitated and upon your passing.

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Other Practices

Our Approach to Estate Planning

At Fennell Elder Law and Estate Planning, we believe that successful estate planning is not a one-size fits all and is deeply personal and should be a reflection of your values, objectives, and circumstances.

1. Personalized Planning

Every individual, every family, has unique needs. We spend time getting to know you, understanding your concerns, and capturing your vision for the future. This deep understanding forms the foundation of our personalized approach to estate planning.

2. Comprehensive Analysis

We review all your assets, including real estate, personal property, investments, retirement accounts, and business interests. We also consider your family dynamics and potential tax implications. This comprehensive analysis enables us to craft an estate plan that captures all aspects of your financial and personal life.

3. Continuous Updates

Estate planning is not a one-time event. As your life evolves, so should your estate plan. We maintain ongoing relationships with our clients, providing continuous updates to estate plans in light of changes in family dynamics, financial circumstances, or laws.

Our Estate Planning Services

Our team at Fennell Elder Law and Estate Planning offers a wide range of estate planning services:

1. Trusts

We guide clients on the right type of trust (revocable, irrevocable, special needs, etc.) to suit their specific circumstances and goals. Trusts can be a wonderful estate planning tool for individuals and families. Some of the benefits of a trust are that they can be administered privately and expeditiously, and without the need for Probate and the costs associated with Probate.

2. Wills

We assist in drafting and updating wills, ensuring they are legally enforceable and accurately reflect your wishes. Having a will in place is extremely important for parents of minor children as this is the only way to desginate a guardian for minor children in the event of a parent’s passing. Many individuals believe that having a will alleviates that need for a future probate proceeding, which is not true. A will acts as an instruction for the Probate court on how to your assets are to be distributed. Our firm can provide your guidance on whether a trust or a will are the best fit for your planning needs and wishes.

3. Power of Attorney

We help clients designate trusted individuals to handle their financial or health affairs in case of incapacitation.

4. Health Care Powers of Attorney and Directives

We facilitate the preparation of documents such as health care powers of attorney and health care directives to ensure your wishes for medical treatment are followed if you can’t communicate them yourself.

5. Estate & Trust Administration

We provide guidance through the probate process and administer trusts, alleviating the stress on families during these challenging times. Knowing what steps to take after a family member passes away can be daunting. Whether Probate is required or assistance with the administration of a trust is needed, our firm can assist with each step of the process.

6. Asset Protection

We counsel clients on strategies to protect their assets from future creditors or liabilities, ensuring your wealth is preserved for future generations. At Fennel Elder Law & Estate Planning, LLC, our focus for asset protection is geared toward protecting and preserving your assets for future long term care costs to ensure you can receive the best quality of care during your lifetime without become destitute.

Your Estate Planning Partner in St. Louis, Missouri

At Fennell Elder Law and Estate Planning, we pride ourselves on offering thorough, compassionate, and expert estate planning services to the community in Missouri. Our goal is to give you the peace of mind that comes from knowing your legacy and loved ones are protected.

Estate planning involves facing some of life’s most sensitive issues. It’s not always easy, but with Fennell Elder Law and Estate Planning, you can be assured you’re not facing them alone. Let us walk alongside you on your estate planning journey. Reach out to us today to start the conversation about your future and the legacy you want to leave behind.

Contact Us

Other practices

Our Approach to Estate Planning

At Fennell Elder Law and Estate Planning, we believe that successful estate planning is not a one-size fits all and is deeply personal and should be a reflection of your values, objectives, and circumstances.

1. Personalized Planning

Every individual, every family, has unique needs. We spend time getting to know you, understanding your concerns, and capturing your vision for the future. This deep understanding forms the foundation of our personalized approach to estate planning.

2. Comprehensive Analysis

We review all your assets, including real estate, personal property, investments, retirement accounts, and business interests. We also consider your family dynamics and potential tax implications. This comprehensive analysis enables us to craft an estate plan that captures all aspects of your financial and personal life.

3. Continuous Updates

Estate planning is not a one-time event. As your life evolves, so should your estate plan. We maintain ongoing relationships with our clients, providing continuous updates to estate plans in light of changes in family dynamics, financial circumstances, or laws.

Your Estate Planning Partner Missouri

At Fennell Elder Law and Estate Planning, we pride ourselves on offering thorough, compassionate, and expert estate planning services to the community in Missouri. Our goal is to give you the peace of mind that comes from knowing your legacy and loved ones are protected.

Estate planning involves facing some of life’s most sensitive issues. It’s not always easy, but with Fennell Elder Law and Estate Planning, you can be assured you’re not facing them alone. Let us walk alongside you on your estate planning journey. Reach out to us today to start the conversation about your future and the legacy you want to leave behind.

Our Estate Planning Services

Our team at Fennell Elder Law and Estate Planning offers a wide range of estate planning services:

1. Trusts

We guide clients on the right type of trust (revocable, irrevocable, special needs, etc.) to suit their specific circumstances and goals. Trusts can be a wonderful estate planning tool for individuals and families. Some of the benefits of a trust are that they can be administered privately nd expeditiously, and without the need for Probate and the costs associated with Probate.

2. Wills

We assist in drafting and updating wills, ensuring they are legally enforceable and accurately reflect your wishes. Having a will in place is extremely important for parents of minor children as this is the only way to desginate a guardian for minor children in the event of a parent’s passing.

Many individuals believe that having a will alleviates that need for a future probate proceeding, which is not true. A will acts as an instruction for the Probate court on how to your assets are to be distributed. Our firm can provide your guidance on whether a trust or a will are the best fit for your planning needs and wishes.

3. Power of Attorney

We help clients designate trusted individuals to handle their financial or health affairs in case of incapacitation.

4. Health Care Powers of Attorney and Directives

We facilitate the preparation of documents such as health care powers of attorney and health care directives to ensure your wishes for medical treatment are followed if you can’t communicate them yourself.

5. Estate & Trust Administration

We provide guidance through the probate process and administer trusts, alleviating the stress on families during these challenging times. Knowing what steps to take after a family member passes away can be daunting. Whether Probate is required or assistance with the administration of a trust is needed, our firm can assist with each step of the process.

6. Asset Protection

We counsel clients on strategies to protect their assets from future creditors or liabilities, ensuring your wealth is preserved for future generations. At Fennel Elder Law & Estate Planning, LLC, our focus for asset protection is geared toward protecting and preserving your assets for future long term care costs to ensure you can receive the best quality of care during your lifetime without become destitute.

Other legal practice areas

At Fennell Elder Law and Estate Planning, we offer a range of additional legal services to address various legal needs. Our experienced attorneys are well-versed in these areas and can provide you with the knowledgeable guidance and representation you require.

Asset Protection Planning

Asset Protection Planning at Fennell Elder Law and Estate Planning: Securing Your Future in St. Louis, Missouri

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Medicaid Planning

Medicaid Planning at Fennell Elder Law and Estate Planning: Guiding St. Louis, Missouri Through the Medicaid Maze

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Veterans Benefits Planning

Veterans Benefits Planning at Fennell Elder Law and Estate Planning: Ensuring St. Louis, Missouri’s Veterans Get the Support They Deserve

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The choice of a lawyer is an important decision and should not be based solely on advertisements. The information on this website is provided for informational purposes only and should not be construed as legal advice.

Fennell Elder Law & Estate Planning

About Us

Our primary areas of practice are elder law and estate planning. Our mission is to help clients create estate plans as well as navigate elder law issues such as how to obtain financial assistance to pay for home and facility-based care.

Services

Estate Planning

Asset Protection Planning

Medicaid Planning

Supplemental Needs Planning

Probate & Trust Administration

Service AREA

St. Charles, MO

Maryland Heights, MO

Lake St. Louis, MO

The choice of a lawyer is an important decision and should not be based solely on advertisements. The information on this website is provided for informational purposes only and should not be construed as legal advice.

Copyright @2023 Fennell Elder Law & Estate Planning