Planning For Everyone You Love And Everything You Have
Do You Really Know?
Do you know beyond a shadow of a doubt what would happen legally and financially to you, your loved ones, your money and everything else you care about if something unexpected happened to you?
If you have an estate plan and it is out of date, your assets could be lost to the state department of unclaimed property or to an unnecessary and public court process.
If you do not have an estate plan, then your state has a plan for you, and it's probably not what you want.
If you do not know exactly what would happen to everyone you love and everything you own, then the first step is to find out so that you can decide if the current state of your affairs is okay with you.
How Do We Help You With Estate Planning?
We meet together for your Family Wealth Planning Session where the sole purpose is to get you more informed.
Before your Family Wealth Planning Session, you will complete your Family Wealth Inventory & Assessment, which will help you to get clear about what you own and what you have to think about when it comes to planning for the well-being and care of your loved ones and your belongings.
If you decide the current state of affairs is unacceptable, and if we both decide that you and I are a fit to work together, then we will design an estate plan together that will best suit the needs of you and your family.
The foundation of your estate plan will often include a revocable living trust, which, when done correctly and maintained over time, should help your family avoid the cost and delay of the public probate process and minimize or eliminate estate taxes.
For people and families with additional needs, we provide advanced estate planning services.
Thank you for your interest in our law center and our comprehensive, curated estate plans. We strive to be the trusted estate planning adviser and educator in the Lake of the Ozarks community and throughout Mid-Missouri.
“Can I DIY My Estate Plan?”
Unfortunately, most DIY plans do not work because much of what passes for estate “planning” is little more than word processing.
You answer a few automated questions and then the drafter (normally just software, not a human being) decides which “plan” is right for you. And then you are forced into a template document that may not reflect your needs or situation whatsoever.
This is not estate planning; this is little more than a “search and replace” of your family’s name and then the hit of the “print” button.
We Produce Curated, Comprehensive Estate Plans
At O'Donnell Law Center, we will educate you and take the time to get to know you, your family, your concerns, your goals and your issues, gladly and patiently answering all your questions so that we can design an estate plan that is exactly right for you and will keep your loved ones out of court and out of conflict.
No Time For Mistakes
Learn The Six Major Mistakes Families Make When Choosing An Estate Planning Attorney ... And How To Make A Loving Choice For Your Family
Let me help you protect the people and things you love to make sure they stay out of court and out of conflict.
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O'Donnell Law Center
1026 Palisades Blvd.,
Osage Beach, MO 65065
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