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 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 […]
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 […]
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 […]
Why Business Owners in Kansas and Missouri Need an Estate Plan
What Happens to Your Business if You Die? Owning a business comes with a unique set of responsibilities, risks, and rewards. For entrepreneurs and business owners in Kansas and Missouri, building a successful enterprise often represents years, if not decades, of hard work and dedication. But without a proper estate plan in place, that […]
The Importance of Filing a Will for Safekeeping in Kansas and Missouri After Death
Why Filing a Will After Death Matters in Kansas and Missouri When a loved one passes away, there are many responsibilities that fall to surviving family members – one of the most important being locating and filing the decedent’s Last Will and Testament. In Kansas and Missouri, failing to timely file a will after […]
Gun Trusts in Kansas and Missouri – What You Need to Know
Gun Trusts: What They Are and How They Protect Firearm Owners A Gun Trust is a special type of legal entity designed to hold ownership of firearms—particularly those regulated under the National Firearms Act (NFA), such as suppressors, short-barreled rifles (SBRs), and fully automatic weapons. These trusts are commonly used to help firearms owners […]
Ascertainable Standards in Estate Planning: What They Are and Why They Matter
Understanding Ascertainable Standards in Estate Planning: The Key to Smart Trust Design and Tax Protection In the world of estate planning, trust language is critical. A few key words can determine whether assets are protected from creditors, how much discretion a trustee has, or whether trust distributions are subject to gift or estate tax. […]
Famous Estate Planning Failures and the Costly Consequences
Estate Planning Blunders of the Rich and Famous Estate planning is one of the most important steps individuals can take to protect their wealth and provide for loved ones. Yet, even the rich and famous surrounded by advisors and wealth managers have made critical mistakes in this area. These missteps often lead to years […]
The Hidden Risk of Adding Your Child to Your Home’s Title
Should I Add My Son or Daughter to My Home’s Title? At first glance, adding your son or daughter to the title of your home might seem like a smart and simple way to avoid probate and ensure a smooth transfer of ownership after your death. Many parents assume that making their child a […]