Archive for Estate Planning

What Do I Need to Do 10 to 15 Years from Retirement?

What Do I Need to Do 10 to 15 Years from Retirement?

An excerpt from our Retirement Plan Checklist Depending on when you wish to retire, there are certain things you should check off your Retirement Plan Checklist at certain points in advance. Some of these things will revolve around you reaching a certain age, where you’re retired or not (such as Medicare). Other items on your […]

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Posted in: Blog, Retirement, Estate Planning, Financial Planning, Investment Management, IRA, 401(k)

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Preparing Your Family for Multi-Generational Wealth

Preparing Your Family for Multi-Generational Wealth

Estate lawyers in Kansas City and beyond have witnessed the demise of family wealth again and again. It’s unfortunate that, according the Wall Street Journal, when an affluent family passes wealth to the second generation, that generation will lose 70% of it. By the end of the third generation, 90% of it is gone. This […]

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Posted in: Blog, Estate Planning, Financial Planning

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What Happens to Debt When Someone Dies

What Happens to Debt When Someone Dies

When a loved one passes away, most heirs are concerned about what will happen to their outstanding debt. Is it forgiven? Does it come out of the estate? Are family members responsible? The answers to these questions, as with so many aspects of law, are complex but here is a basic look at what you, […]

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Posted in: Blog, Estate Planning, Financial Planning, Risk Management

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Navigating Toward Your Financial Independence Day

Navigating Toward Your Financial Independence Day

Navigating Toward Your Financial Independence Day In July 1776 our founding fathers declared independence from the British Empire, and earlier this week we celebrated that great feat with our family and friends over backyard barbecue and colorful explosions in the sky. Every American can agree on one thing, it’s pretty great to be free, but […]

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Posted in: Blog, Retirement, Estate Planning, Financial Planning, Investment Management, Risk Management, Social Security Planning, Tax Planning, Insurance, Family

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Why We Plan

Do you remember getting your first paycheck and how it felt? Regardless if it was $10, $100, or $1000, there’s a good chance that you felt like a millionaire, even if only for a few minutes. Did you spend it or did you save it? We’ve said it before and it bears repeating. The earlier […]

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Posted in: Blog, Retirement, Estate Planning, Financial Planning, Investment Management, Risk Management, Social Security Planning, Tax Planning

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Dealing with a Vacation Home

Dealing with a Vacation Home

During Wills and Trusts Administration Wills and trusts administration lawyers often have the opportunity to work with local families who—in addition to planning for their regular home—also have a vacation home to take into consideration during the planning process. While you might think that real estate prices or the vacation home’s location would be the […]

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Posted in: Blog, Retirement, Estate Planning, Financial Planning

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Keeping the Family Wealth Going

Keeping the Family Wealth Going

You’ve brought them into the world, watched them grow, cared for their needs, spent money on their wants, and regardless of the fact that they are now adults, you still want to take care of your child(ren) once you are gone. Those same feelings may also extend to your friends or the children of your […]

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Posted in: Blog, Estate Planning, Financial Planning, Investment Management, Tax Planning

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Unexpectedly Alone

Unexpectedly Alone

When someone loses their spouse and finds themselves unexpectedly alone… not only is it heartbreaking, it can be financially devastating. As advisors, these kind of meetings are some of the most difficult to have with our clients and we are more than aware that money is the last thing you want to think about during […]

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Posted in: Blog, Retirement, Estate Planning, Financial Planning, Investment Management, Risk Management, Insurance

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Tips for Families Who Have Children with Special Needs

Tips for Families Who Have Children with Special Needs

When beginning to build their families, few parents expect to have a child with special needs. However, the experience is surprisingly common and affects millions of people throughout the United States. In fact, current estimates show that approximately 1 in 6 children from age 3 to 17 have at least one developmental disorder.[1] Any parent […]

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Posted in: Blog, Estate Planning, Financial Planning, Investment Management, Family, Lifestyle

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4 Pillars of Retirement Translated

4 Pillars of Retirement Translated

From time to time, a new prospect that I’m meeting with asks me what the 4 pillars of retirement are and how they relate to retirement planning. If you have listened to my radio show, then you know that the 4 pillars are the foundation that I have built my firm around. You see them […]

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Posted in: Blog, Retirement, Estate Planning, Financial Planning, Investment Management, Risk Management, Social Security Planning, Tax Planning, Insurance, FAQs

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