Comprehensive Estate Planning

Planning ahead to protect your assets and provide for your loved ones

Why Estate Planning Matters

Estate planning is not just for the wealthy—it's essential for anyone who wants to ensure their wishes are honored, their loved ones are protected, and their assets are preserved. At Ozark Trust & Estate, we work closely with you to understand your goals and develop a tailored plan that addresses your specific needs and concerns.

Our Comprehensive Estate Planning Approach

We believe that effective estate planning should accomplish several key objectives:

✓ Asset Protection: Safeguard your property and assets from creditors, lawsuits, and unnecessary taxation.
✓ Guardianship Designation: Ensure your children are cared for by people you trust if you're unable to do so.
✓ Healthcare Planning: Document your medical preferences and appoint someone to make healthcare decisions if you cannot.
✓ Financial Management: Designate someone to manage your finances if you become incapacitated.
✓ Probate Avoidance: Structure your estate to avoid the lengthy, public, and costly probate process.
✓ Tax Efficiency: Minimize estate and gift taxes to maximize what you leave to your heirs.

Our Estate Planning Services Include:

Wills

A legal document that outlines how you want your assets distributed after your death, names guardians for minor children, and appoints an executor to manage your estate.

Trusts

Legal arrangements that allow a third party (trustee) to hold and manage assets on behalf of beneficiaries, providing greater control over asset distribution and potential tax benefits.

Powers of Attorney

Legal documents that give someone you trust the authority to make financial decisions on your behalf if you become unable to do so.

Healthcare Directives

Documents that specify your healthcare preferences and appoint someone to make medical decisions for you if you're unable to communicate.

Estate Tax Planning

Strategies to minimize federal and state estate taxes, preserving more of your assets for your beneficiaries.

Business Succession Planning

Plans for the smooth transition of business ownership and management in the event of your retirement, disability, or death.

Ready to Protect Your Legacy?

Schedule a Consultation