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.
Revocable trusts are one of the most popular estate planning tools, as they offer grantors a private, flexible method to transfer assets to their beneficiaries and avoid probate. However, it is not the type of document that is complete when it is signed and dated....
Although it is estimated that someone in America turning 65 today has almost a 70% chance of needing some type of long-term health care services, the reality is that many families are failing to plan sufficiently to cover such costs. A 2024 study conducted by Jackson...
Financial planning is not a one-time task but an ongoing process that evolves alongside your financial situation and goals. Whether you’re focused on building wealth, protecting what you’ve accumulated, or planning your legacy, a well-structured financial plan helps...
A durable power of attorney is a legal document that authorizes a named agent to manage the finances of a principal. It enables the agent to interact with banks and institutions where the principal has financial accounts. While it is important to execute a legally...
With the second inauguration of President Donald Trump, now is an opportune time to evaluate how potential changes to tax policy could affect your financial strategy. Building on the framework of the Tax Cuts and Jobs Act (TCJA), Trump has signaled intentions to...
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