What Documents Are Included in an Estate Plan?
When people hear the term estate plan, they often assume it refers to a single document, such as a will. In reality, a comprehensive estate plan is a coordinated set of legal documents designed to protect you, your family, and your assets both during your lifetime and after death. The documents included in an estate […]
Can Probate Be Contested in Kansas or Missouri?
When someone dies, their estate typically enters a legal process called probate, where the court oversees the administration of assets, payment of debts, and distribution to heirs or beneficiaries. Probate can be straightforward, especially with a clear will and cooperative family members. But sometimes disputes arise, often because a loved one believes the will is […]
Case Study: Planning for Minor Children
The Situation Alan and Betty are both 42 years old and have two children: Carl (16) Don (10) Carl and Don are healthy, well-adjusted kids. That said, Alan and Betty have started to notice some age-appropriate, but concerning, financial habits. Carl spends his allowance as soon as he receives it and shows little interest in […]
Case Study: Planning Around an Estranged Child
The Situation Alan and Betty are both 65 years old and have two adult children, Carl and Don. Alan and Betty have been estranged from Carl for more than 15 years following a significant falling out. They have no relationship and do not want Carl involved in their lives, finances, or medical decisions in any […]
Case Study: Protecting a Special Needs Child Without Jeopardizing Benefits
The Situation Alan and Betty are both 65 years old and beginning to think seriously about their estate plan. They have two sons: Carl, who has special needs and is unable to manage his finances independently. Carl currently receives Supplemental Security Income (SSI) and will likely need to qualify for Medicaid in the future. […]
Can a Handwritten Will be Valid in Kansas or Missouri?
Understanding Holographic Wills and Their Limitations When a loved one passes away, one of the first questions family members often ask is whether the deceased left a valid will. In some cases, they may discover a handwritten document outlining the person’s final wishes. But does a handwritten will—also known as a “holographic will”—hold up […]
How Long Does Probate Take in Kansas and Missouri?
Understanding Timelines, Delays, and What Families Can Expect When a loved one passes away, their estate often needs to go through the probate process. Probate is a legal proceeding used to settle debts, distribute assets, and ensure the decedent’s wishes are honored. One of the most common questions families ask is: How long does probate […]
When Should You Update Your Estate Plan in Missouri and Kansas?
Recognizing the Life Events That Trigger a Review Creating an estate plan is a significant step in protecting your family, preserving your wealth, and ensuring your wishes are honored. However, estate planning is not a one-time task. As life changes, your estate plan should change as well. In Kansas and Missouri, reviewing and updating your […]
Common Probate Mistakes Executors Make and How to Avoid Them
Pitfalls to Avoid for Personal Representatives in Kansas and Missouri Being named the executor, also known as the personal representative, of an estate is an honor, but it comes with serious responsibility. In both Kansas and Missouri, probate can be a complex legal process. Personal representatives are responsible for navigating court procedures, managing estate assets, […]
Estate Planning Conversations at Thanksgiving
Using Family Gatherings to Further Solidify Your Estate Plan Thanksgiving is traditionally a time for gratitude, family, and togetherness. With loved ones gathered around the table, often from far and wide, it can also be a valuable opportunity to discuss important matters that too often get postponed. One of those topics is estate planning. While […]