Tom Trtan: Thanks for joining us! With me is David Healy from Appleby Healy Law, right on the square in Ozark. Good to see you again! You know, we talked once before about estate planning. Is it really necessary to have estate planning if you really don’t have much as far as assets are concerned?
David Healy: You know, Tom, it is. The reason is, is that everyone already has an estate plan. The legislature up in Jefferson City has written an estate plan for every citizen in the state of Missouri. It may not be the estate plan that you or your family wants, though. That’s why it’s important to come see a lawyer to talk about an estate plan that fits your family.
TT: That makes sense because if you don’t do it the way you want it, someone else is going to do it for you.
DH: Some judge, who doesn’t know you, will be forced to figure it out for you.
TT: Can it be just a simple as writing down, “I’m just going to give this all to the kids.”
DH: It’s not quite that simple. It would really be better if you go talk to a lawyer about that so you can make sure it done legally, sufficiently, so that it’ll withstand any legal challenge, and it’s done pursuant to Missouri code.
TT: And that’s what you do right here at AHL. You’ll sit down with people and walk them through steps that they may not be aware of.
DH: Absolutely. It’s not uncommon to meet with somebody and ask them a question and the first thing they say, “I haven’t thought of that.” That just comes from experience of dealing with multiple situations and being able to address concerns that people may not even know they have yet.
TT: And that’s where an attorney comes in. Appleby Healy Law – right on the square in Ozark.