Leaving a Legacy
Minimizing taxes, protecting your assets.
If you’re looking for an Estate Planning Attorney in Kansas City, look no further. At Barber Financial Group, we know that each family is unique and has their own set of circumstances. Our in-house Estate Planning Attorneys work with our entire team of financial experts to develop strategies that help minimize estate taxes and protect your assets. It doesn’t end there; once this estate plan is established, we will review it on a regular basis to make sure it continues to meet your objectives.
Estate Planning Meeting Request
Talk to a professional!
If you’re ready to start a discussing about protecting your family and the assets you’ve worked hard for your whole life, fill out the form to request an estate planning meeting with one of our advisors and attorneys.
Family and Asset
Protection
Avoid the mess of legal fees.
While it’s unpleasant to think about, if you don’t have an estate plan, everything you ever worked for could be tied up in the courts for a year, or longer. It could cost your family money in probate, legal fees, and emotional turmoil. Additionally, your estate could potentially get double-taxed by the government and could be a real mess for your family.
Five Professionals Under One Roof
At Barber Financial Group, our integrated wealth management services are working together for you.
Typically, one would hire 5 different companies: 1. Financial Planner 2. Accountant 3. Insurance Agent 4. Estate Attorney 5. Social Security Consultant.
At Barber Financial, you can replace 5 relationships with 1.
Our integrated team of professionals saves you time, energy, and hassle by working together to meet your most significant and most important financial challenges — no need to manage 5 different relationships. We’ve got you covered.
Do I need an
estate plan?
Your family will be taken care of.
The truth is, everyone needs a legal plan, no matter the size of your estate so you can be confident that your wishes will be carried out without burdening your loved ones. At the end of the day, can you put a price on the knowledge that your family and friends will be taken care of after you pass away?
Are your assets working for you?
Retirement means different things to different people, and this is why Barber Financial Group doesn’t have one set plan, one fixed path, or one set of investments to get you to your destination.
Meet our attorneys
Jason Salinardi & Garrett Griffin
BFG Legal Services’ attorneys, Jason Salinardi and Garrett Griffin, are some of the most excellent estate planning attorneys in Kansas City. With over 30 years of combined experience, they have expert knowledge in counseling our clients on transition & succession planning, estate freezing techniques, and gifting strategies.
Regardless if it’s a basic Revocable Trust or a complicated Irrevocable Trust, a simple will, or Limited Family Partnerships, BFG Legal Services will design an estate plan that protects your assets to pass them down to the people you love. Additionally, our estate attorneys are not working in isolated silos, but alongside the rest of your Barber Financial Group team to help ensure your retirement plan is carried out beginning to end.
Experience Wishlife
At Barber Financial Group, we are focused on making sure you have the financial means to achieve all your goals. Today, we are taking another step to ensure not just your financial legacy but also your non-monetary legacy – a way for those around you and your next generation to know who you are and where they came from – your family stories, life experiences, advice, and directives – and to be protected should anything happen to you.
Wishlife is a private, secure family communication platform that guides you to capture, protect, and share the things that matter most.
With Wishlife, family stories, values, beliefs, life lessons, experiences, and critical instructions can be easily handed from one generation to the next. Your family is protected by having everything that matters, of both emotional and practical value, all in one place.
Frequently asked questions.
Because of their many advantages, revocable trusts are popular estate planning tools. Depending on your particular circumstances, a revocable trust may be beneficial in planning your estate. Revocable trusts are very flexible. You can make changes to the trust or revoke the trust at any time for any reason, as long as you are mentally competent. Further, there are few restrictions on the choice of trustees and beneficiaries. Finally, when drafting a revocable trust, you have many options regarding the management and distribution of your assets to your heirs upon your death.
Probate is the process of collecting your assets, paying your debts and taxes, and transferring the property owned by you, at your death, to your heirs.
Estate Planning Meeting Request
Talk to a professional!
If you’re ready to start a discussing about protecting your family and the assets you’ve worked hard for your whole life, fill out the form to request an estate planning meeting with one of our advisors and attorneys.
BFG Legal Services is a fictitious name of Sandberg Phoenix von Gontard, P.C., a Missouri corporation and Legacy Legal, LLC, a Missouri limited liability company. Use of this website does not constitute legal advice and does not form an attorney/client relationship. Meetings with BFG Legal Services at offices of Barber Financial Group will be by appointment only.