Every year Ingram’s Magazine publishes a list of the Top Wealth Management firms in the Kansas City, Missouri area. We’re proud to be listed among the Top 20 for the second consecutive year. We’re honored by the recognition, and are excited to keep growing our business.
When the majority of people think of the tax calendar, April 15th is often the most important date in their minds. Although Tax Day is an important day for most businesses and individuals, the most important tax decisions are made in the final months of the year. The...
A power of attorney is a powerful tool in the estate planning tool kit. But it is essential that it is drafted correctly to be effective and consistent with the principal’s intent. A power of attorney is a written document in which a principal gives a designated...
While many people in second marriages with children from previous relationships may think that their family is perfectly blended like “The Brady Bunch,” their heirs may see things differently after the passing of their parents. When stepparents and blended families...
Nearly every American worker is covered by the social insurance program known as Social Security. But many do not fully understand the Social Security system or the benefits to which they are entitled. The goal of this article is to summarize Social Security...
Safeguarding Your Firearms for Current & Future Generations Firearms ownership is a delicate but ever-present topic in both American culture and law. If you own firearms, as a responsible gun owner, it is important to consider how these assets will be managed both...
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