Education

We encourage you to review these videos prior to your consultation. If you are having an Estate Planning Consultation to discuss a Will or Trust, then it would be helpful if you watched our “Estate Planning 101” video. On the other hand, if you are funding your trust it is suggested you watch the video, “Funding your Trust”. We will continue to add videos here.

If you are an existing client in our Preferred Client Maintenance Program, please look at the PCMP calendar on the website for educational programs that we host throughout the year.

Estate Planning 101

Funding Your Trust

The 5 W’s of Probate

Guardianship of the Person

Averting Long-Term Care Disasters:

As heard on “Ask the Expert Show” on KSEV radio:

Estate Planning

The Estate Planning Process:

Things to consider:

Dads need to consider:

During the holidays:

Gifting:

Disability Planning:

Asset Protection:

Probate:

Guardianship:

Changing Political Landscape:

End of Year Estate Planning: