estate planning

Set Up A Trust For Your Home by a Kansas City Trust Attorney

2024-03-12T19:41:12-05:00March 13th, 2024|

Buying a new home is more than just a significant financial investment; it's a key component of your overall estate. As you embark on this exciting journey, it's crucial to consider how this asset will be managed, both now and in the future. One effective strategy for managing real estate assets is setting up a trust, a tool that a knowledgeable Kansas City trust attorney can help you navigate. 

SECURE Act and SECURE 2.0 Act

2023-10-31T10:39:34-05:00October 31st, 2023|

How It Affects You and Your Retirement Account Beneficiaries On December 29, 2022, President Biden signed the Setting Every Community Up for Retirement Enhancement 2.0 Act (SECURE 2.0 Act).   The previous SECURE Act signed in 2020 made several changes to retirement planning: It increased the required beginning date (RBD) for required minimum distributions (RMDs) [...]

ADVANTAGES OF ESTATE PLANNING DOCUMENTS

2023-02-01T08:33:04-06:00February 1st, 2023|

Advance Planning-- Being prepared for the future, Know the advantages. Along with your Last Will & Testament, there are several other basic estate documents you should consider: Powers of Attorney Establishing a power of attorney is inexpensive. You can decide who should make decisions on your behalf if you are unable. You control whether your agent [...]

Planning for Your Digital Legacy

2022-11-02T08:54:26-05:00November 2nd, 2022|

Your Digital Legacy Moving our focus from tangible property – Have you considered this additional estate planning category? What Is In Your Estate Plan? When you think about your estate plan, you probably consider your home, vehicles, artwork, jewelry and financial assets. However, in this age of technology, it is important to remember to include [...]

Estate Planning for the What Ifs

2022-07-13T08:04:39-05:00July 13th, 2022|

The official start of summer is right around the corner. As the weather heats up families head to the highways to begin their long anticipated summer vacations. Families are going to enjoy horseback riding, river rafting, hiking, and other various fun filled activities. During these care free, relaxing times no one wants to think about the dreaded “what ifs.”

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