Kansas and Missouri Estate Planning Blog

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Category: Estate Planning

Donor-advised funds

How Donor-Advised Funds Can Complement Charitable Giving

POSTED ON: October 13, 2026 BY: Kyle Krull
Donor-advised funds can give families another way to organize charitable giving, while coordinating philanthropic values with a broader estate plan.
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Social Security

Retiring Well After the Social Security Trust Fund Report

POSTED ON: October 8, 2026 BY: Kyle Krull
The latest Social Security report triggers concerns over long-term finances and makes it more important for retirees and future retirees to understand how the program fits into their broader retirement plan.
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Probate

Estate Planning Oversights that Result in Losses through Probate

POSTED ON: October 6, 2026 BY: Kyle Krull
Small gaps or inconsistencies in an estate plan can create significant costs for a family when assets unexpectedly enter probate.
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AI

Protecting the Privacy of Health Records with the Rise of AI

POSTED ON: October 1, 2026 BY: Kyle Krull
As AI becomes more involved in healthcare, patients and families have new reasons to consider how sensitive health information is collected, stored, shared, and protected.
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Gift tax

Minimizing Gift Tax in Your Estate Plan

POSTED ON: September 29, 2026 BY: Kyle Krull
Gifting assets during your lifetime can be an effective part of an estate plan when gift tax rules are understood and addressed.
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Estate Plan

Keeping Your Estate Plan Aligned with Your Wishes

POSTED ON: September 24, 2026 BY: Kyle Krull
An estate plan gives you greater control over what happens to your assets only when documents are current and instructions are clear.
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Trusts

Why Are Trusts Becoming a Bigger Part of Estate Planning?

POSTED ON: September 22, 2026 BY: Kyle Krull
The rising interest in trusts reflects a broader desire for greater control over how assets are managed, protected, and transferred to the next generation.
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Estate planning

Estate Planning Can Change the Trajectory of a Family

POSTED ON: September 17, 2026 BY: Kyle Krull
Estate planning makes a positive difference for families facing long-term care, incapacity, or difficult financial decisions.
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Trustee

Ensure That Your Trustee Is Someone You Can Trust

POSTED ON: September 15, 2026 BY: Kyle Krull
Choosing the right trustee will ensure your wishes are honored and followed after you are gone.
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Living trust

The Assets You Should Not Put in a Living Trust

POSTED ON: September 8, 2026 BY: Kyle Krull
A living trust can be an effective estate planning tool without transferring every asset into a trust because this is not always necessary or appropriate.
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