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Beware Leaving Specific Assets to Specific Heirs

Planning your estate around specific assets is risky and, in most cases, should be avoided. If you leave specific assets to specific people, you could inadvertently disinherit them...

Make Health Care Decisions While You're Healthy

Estate planning isn’t just about what happens to your assets after you die. It’s also about protecting yourself and your loved ones, like having a plan for making critical medical decisions...

Review Older Estate Plans for Formula Funding Clause

The gift and estate tax exemption is higher than it’s ever been, so older plans that may have a "Formula Funding Clause" should be reviewed for needed updates. Here's a closer look...

April 2019 Market Recap

The US economy surprisingly surged in the first quarter, largely dispelling fears that market volatility and the prolonged government shutdown would cause a recession. US 1Q GDP grew at a 3.2% pace...

Estate Planning for Single Parents

The percentage of US children living with an unmarried parent has risen from 13% in 1968 to 32% in 2017. As a single parent, certain aspects of your estate plan should be examined.

KANSAS CITY FOR FOODIES AND FANS

It’s all about options on our Kansas City Weekend tour! We’ll arrive Friday in plenty of time to sightsee in the historic River Market area and visit the unbelievable Arabia Steamboat Museum...

College Financing as Part of Your Estate Plan

The rising cost of college makes it critical for families to plan carefully, and in many cases grandparents want to play a role. As you consider financing, consider the effects on your estate plan...

Roth 401(k) vs. Roth IRA: The Basics

Many people wonder if there is a difference between a Roth IRA and a Roth 401(k). The answer is yes. There are differences and it’s important to understand them...

Retirement Enhancement & Savings Act Reintroduced

the most significant retirement-related legislation introduced thus far in 2019 has been the Retirement Enhancement and Savings Act of 2019. Highlights of the Act include...

How to Safeguard Assets for You and Your Heirs

Protecting assets from creditors is a critical aspect of estate planning, but you need to think about your heirs' creditors as well as your own. A spendthrift trust can help. Let's take a look...

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