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What Does Funding A Trust Actually Mean?

By |October 10th, 2017|Categories: AEGIS News, Legal|Tags: , |

The terminology “funding a trust” relates to the fact that estate planning documents, whether a will or a trust, don’t [...]

An Overview Of Living Trusts And Wills

By |October 3rd, 2017|Categories: AEGIS News, Legal|Tags: , |

You have two primary choices for transferring assets upon your death: a will, which is the traditional method, and a [...]

What Are The Qualities Of A Competent Estate Planning Attorney?

By |September 26th, 2017|Categories: AEGIS News, Legal|Tags: , |

The qualities of a competent estate planning attorney include having a great deal of experience in the practice of law, [...]

Can Digital Assets Be Part Of An Estate Plan?

By |September 19th, 2017|Categories: AEGIS News, Legal|Tags: , |

First of all, have to define what digital assets are, because people use that term all the time but they’re [...]

What Events Can Trigger A Personal Representative To Get Involved?

By |September 12th, 2017|Categories: AEGIS News, Legal|Tags: , |

The personal representative of an estate is modern terminology adopted in Missouri and many other states for what used to [...]

What Estate Planning Advice Would You Give To A Same Sex Couple?

By |September 5th, 2017|Categories: AEGIS News, Legal|Tags: , |

In June of 2015 the United States Supreme Court ruled in the landmark case of Obergefell v. Hodges that same [...]

What Is A Durable Power Of Attorney?

By |August 29th, 2017|Categories: AEGIS News, Legal|Tags: , |

A financial durable power of attorney is a document that puts you in control of who will be responsible for [...]

What Is The Legacy Protection Process?

By |August 22nd, 2017|Categories: AEGIS News, Legal|Tags: , |

The Legacy Protection Process is a unique estate planning process that we’ve developed to provide uncommon value to our clients. [...]

What Are The Basics Of An Estate Plan?

By |August 15th, 2017|Categories: AEGIS News, Legal|Tags: , |

The most important basics of an estate plan are five things. A will or what is referred to as a [...]

Should I Discuss My Estate Plan With My Children Or Spouse?

By |August 8th, 2017|Categories: AEGIS News, Legal|Tags: , |

Our general advice is that provided children are old enough to understand and certainly with a spouse or other life [...]