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Estate Planning

Plan Today, Protect Tomorrow

Why Estate Planning Matters

Estate planning isn’t just about having a will—it’s about protecting your loved ones, preserving your assets, and ensuring your legacy is honored. At Miller & Roberts LLC, we create personalized estate plans that address your unique needs and goals. Whether you’re planning for retirement, caring for aging family members, or preparing for life’s unexpected events, our experienced team is here to guide you every step of the way.

Our Estate Planning Services

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Trust Planning

Establish trusts to safeguard your assets, provide for your loved ones, and streamline the management of your estate according to your wishes.

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Will Planning

Craft a clear and legally sound will to ensure your final wishes are respected and your loved ones are cared for.

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Tax Planning

Strategize to reduce tax liabilities on your estate, maximizing the benefits for your beneficiaries and protecting what you’ve worked hard to build.

Your Local Estate Planning Attorneys

At Miller & Roberts LLC, we’re proud to serve the St. Louis community and surrounding areas with accessible offices in Kirkwood and St. Charles County. As your trusted estate planning attorneys, we understand the specific needs of our local clients and are committed to helping our neighbors secure their futures. You can rely on us for personalized, community-focused guidance that reflects your values and priorities.

  • What is the difference between a will and a trust?

    A will is a legal document that outlines how your assets will be distributed after your death and can name guardians for minor children. A trust, on the other hand, allows you to transfer assets into a separate entity that holds and manages them during your lifetime and beyond. Trusts can provide greater control over asset distribution, help avoid probate, and may offer tax benefits.

  • Why is estate planning important if I don’t have a large estate?

    Estate planning is crucial for everyone, regardless of the size of your estate. It ensures that your assets, no matter how modest, are distributed according to your wishes and that your loved ones are cared for. Additionally, estate planning can help avoid family disputes, minimize taxes, and ensure that your healthcare and financial decisions are handled by someone you trust if you become incapacitated.

  • How often should I update my estate plan?

    You should review and potentially update your estate plan every three to five years, or whenever a significant life event occurs, such as marriage, divorce, the birth of a child, or a major change in financial status. Regular updates ensure that your plan reflects your current wishes and circumstances.

  • What are the tax implications of estate planning?

    Estate planning can help minimize the tax burden on your heirs by strategically structuring the transfer of your assets. Tools like trusts, charitable donations, and lifetime gifts can reduce estate taxes and ensure more of your wealth is passed on to your beneficiaries. It’s important to work with an experienced estate planning attorney who understands the tax laws relevant to your situation.

Common Questions About Estate Planning

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