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A stack of books on a table, simplifying your finances to make administering your estate easier on your death.

I’m a fan of the minimalism movement. The idea of simplifying my life, by removing those things that are unimportant or don’t add joy or utility to my life, speaks to me.

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A view of the grand canyon from the top of a cliff.

Happy almost end of summer, everyone. How did August get here so quickly? I hope you’ve enjoyed your summer and have been able to spend it with the ones you love doing the things that bring you joy.

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A notepad with the word tax planning next to a cup of coffee and a magnifying glass.

April has already been a whirlwind of activity – it seems like just yesterday we were stopping to smell the daffodils and now the dogwoods are blooming across the landscape.

This month brings Tax Day and National Healthcare Decisions Day (see blog below). As I gather and file items for taxes, the entire month becomes my “get it done” month. It’s the perfect time to get your personal business in order – including your estate plan.

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Using Mindfulness to Create Peace of Mind while observing a leaf floating in a stream of water.

In my work-day world of estate planning in St. Louis, Missouri, creating peace of mind for my clients and their loved ones, during all seasons of life, is my focus. I am primarily thinking about protecting my clients and their families in the event of a mental disability and after death.

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A white gift box with a red ribbon on a wooden table.

February always makes me think about Valentine’s Day and love. Of course, as an estate planning attorney, when I think about love, I also think about loss and the grief the death of a loved one causes.

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Celebrate the new year 2023 with gold stars on a white background.

January is already flying by, but it is not too late to make a resolution or two. In fact, I’d like to suggest to you my favorite resolution for this new year: preparing, reviewing or updating your estate plan.

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A christmas alarm clock and presents on a wooden table.

Give the gift of time! I always struggle with picking the perfect gift. Honestly, I don’t think my loved ones truly need or want…

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A group of people toasting at a christmas dinner table.

The holidays can be a great time to have estate planning discussions with loved ones. Particularly for families with loved ones who reside in many places…

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A white storage box with a metal handle.

This month, add one thing to your box or file: Financial account numbers and where to find passwords…

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Some yellow flowers in a bush with green leaves.

Being outside and in nature gives me peace.  This is not unusual as studies show that time in nature is linked to a variety of physical and mental health benefits, including lower stress. So our tip of the month for creating peace…

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