Fenton & Grimwood is Branson, Missouri's leading law firm in the areas of estate planning, business and real estate. 

We take great pride in our reputation for honesty, integrity and dependability in all that we do.

 

Fenton & Grimwood, Attorneys at Law, LLC is located in Branson, MO and serves clients in and around the Ozarks, including such areas as Forsyth, Kirbyville, Hollister, Rockaway Beach, Taneyville, Walnut Shade, Branson West, Ridgedale, Blue Eye, Kimberling City, Galena and Taney, Stone and Christian Counties.

 

We are a full service estate planning, business law and real estate practice with lawyers able to provide comprehensive planning in the areas of wills, trusts, powers of attorney, probate and trust administration, probate avoidance planning, revocable trusts, long-term care planning, wealth protection, special needs trusts, business succession, charitable planning and estate tax planning. Additionally, we can provide assistance with NFA Gun Trusts, business entity formation, articles of incorporation/organization, operating and partnership agreements, contracts, promissory notes, guaranties and deeds of trust assignments and assumptions, purchase or sale of businesses and business assets, deeds, easements, liens, quiet title actions, leases, preparation and/or enforcement of covenants for homeowner, condominium owner and property owner associations, actions for rent & possession and unlawful detainer, purchase or sale of real property, matters involving Planning & Zoning/Board of Adjustment (i.e., conditional use permits for nightly rentals, setback variances, etc.), representation in performance and entertainment contracts, debt renegotiation and general civil litigation.

Disclaimer: This website is for informational purposes only and the use thereof does not create an attorney-client relationship. The choice of an attorney is an important decision and should not be based solely upon advertisements.​

©2016-2019 by Fenton & Grimwood, Attorneys at Law, LLC d/b/a Fenton & Grimwood

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Estate Planning Awareness Week 2019

October 15, 2019

 

Next week, October 21-27, is Estate Planning Awareness Week. Now that summer vacations are over and the kids are back in school, it is a great time to review or move forward with your estate planning. Because estate planning is a comprehensive plan and not just a single document, it is important to regularly review all aspects of your plan, your finances, and your family’s needs.
 
Things to Review
 
Beneficiary Designations: For assets such as life insurance and retirement accounts, the beneficiary designation form is a crucial document. If these documents are not filled out properly, the wrong or unintended person could end up with the asset, completely unraveling your estate plan. As a result, it is a good idea to review these documents periodically to make sure that the correct beneficiary is named. Life can change quickly, and sometimes changing beneficiary designations is the last thing on anyone’s mind.
 
Ensuring proper ownership (“title”) on property: If you have a trust as part of your estate plan, you have to ensure that the assets that are intended to be owned by your trust have either been re-titled in the trust’s name or will transfer to the trust automatically at your death. To make sure that this is done, check your beneficiary designations, account statements, and any other documents associated with your assets. If you have not properly funded your trust, those assets will go through probate, which can be a time consuming and expensive process. If you are unsure and need help reviewing the ownership of your property, we are happy to help.
 
Your Appointed Decision-Makers: Proper estate planning involves a lot of moving parts and people. You have probably named a Successor Trustee in your trust, an Attorney-in-Fact (“agent”) under your Financial Power of Attorney, and a Patient Advocate (“proxy” or “healthcare agent”) under your Medical Power of Attorney. Depending upon how long it has been since we first prepared the documents, it is important to review your decisions and make sure that these individuals are still able to act on your behalf if you need them to. Just like your life has gone through changes, these individuals may have had a change in circumstances that make them less able or desirable to serve in these important roles.
 
Important Information for Trusted Decision Makers: While your estate planning documents appoint individuals to act on your behalf and give them the authority to do so, they sometimes do not contain all of the necessary information to handle your affairs, manage your finances, or make decisions on your behalf. As you review your estate planning documents, it is also a good idea to compile a “road map” for your fiduciaries. Some of the information you may want to consider including is:

  • Your social security number

  • Your doctor’s names and contact information

  • Your pertinent medical information, including care providers and medications

  • Your professionals’ (accountant, financial advisor, life insurance agent, etc.) names and contact information

  • Bank account numbers

  • Where to find your important documents

  • Contact information, dates of birth, and social security numbers for your children

  • Information regarding your pets

By compiling this information and making it accessible to your trusted decision-makers, you can help them be better prepared to carry out their roles.
 
Schedule a Meeting with Us
 
Life changes pretty quickly. It is always a good idea to periodically review your estate planning documents to make sure they reflect any changes that have occurred in your personal life or in the law. In some cases, it can be beneficial to schedule a time for us to review the documents together. If there have been any marriages, divorces, deaths, births, etc. in your family, this can impact your estate plan, and it is crucial that the instructions in your estate planning documents reflect your wishes.
 
We are here to offer peace of mind to you and your family while you are alive and to your loved ones after you have passed. Give us a call so we can make sure that everything will still work as intended to achieve your goals. If you do not currently have an estate plan, we are here to guide you and help craft a plan that will protect you and your loved ones.

 

Schedule a Meeting today!

 

 

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