Estate Planning

Proper estate planning means maintaining control of your assets while living, continuing to provide for your care and your loved ones, even if incapacitated or disabled, distributing your property after your death to whom you want, when you want and the way you want at the lowest overall cost.  Proper planning must consider your and your family’s unique needs, desires and assets and only then can we determine what specific documents and strategies should be drafted and utilized to insure your planning actually will work as you want it to.

Along with helping you set up an appropriate estate plan, Brent can help you with further advice on:

  • Long term health care planning

  • Health Care Directives

  • Durable Power of Attorney for financial matters and health matters

  • Coordinating your life insurance and retirement savings with your estate plan

  • Conservatorships and guardianships

  • Asset protection measures (ex. Setting up a limited liability company or special needs trust)

  • Advice on gifting

  • Naming a charity as beneficiary

  • Pay on death, or POD accounts

  • Business succession advice

  • Probate

  • Trust administration

Call Brent today to discuss the best way to handle your affairs, to avoid future problems and unnecessary expenses and skills.  

Call today at (816) 233-0257 for your free, no obligation consultation.

Have a specific question? Call Brent at (816) 233-0257.