Kansas and Missouri Estate Planning Blog

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Inheritance

What Should I Do with My Inheritance?

POSTED ON: September 16, 2025 BY: Kyle Krull
Receiving an inheritance can be both a blessing when used wisely or a source of stress and distress when squandered.
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Values

Estate Planning Ensures That Your Values Endure

POSTED ON: September 9, 2025 BY: Kyle Krull
A well-crafted estate plan can protect your assets, care for loved ones and reflect the values that guide your life.
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Custodial accounts

Gifting Strategies for Grandchildren with Custodial Accounts

POSTED ON: August 28, 2025 BY: Kyle Krull
Custodial accounts can be a smart way to give moderate gifts to grandchildren, but they can trigger unintended consequences without strategic use.
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Bequest

What Is a Bequest?

POSTED ON: July 31, 2025 BY: Kyle Krull
A bequest is a gift made through your will to loved ones or charitable organizations.
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Qualified Charitable Distributions

How to Use Qualified Charitable Distributions for RMDs

POSTED ON: May 15, 2025 BY: Kyle Krull
Qualified Charitable Distributions (QCDs) allow retirees to support organizations aligned with their values while simultaneously reducing their personal tax liability.
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Home

What Is the Best Way to Pass on My Home?

POSTED ON: April 10, 2025 BY: Kyle Krull
Transferring your home to loved ones requires careful planning to reduce taxes, bypass probate, and protect the financial future of your family.
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Joint ownership

What are Risks Associated with Joint Ownership?

POSTED ON: March 27, 2025 BY: Kyle Krull
While many assets have the option of joint ownerships, people should take this step after much consideration. Trusts, beneficiary designations, and transfer-on-death deeds can provide the same benefits with fewer risks.
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Generational wealth

How Can You Protect Generational Wealth?

POSTED ON: March 20, 2025 BY: Kyle Krull
Generational wealth must be transferred effectively in order to benefit children, grandchildren, and future generations. Comprehensive estate planning protects assets for loved ones.
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Appreciated assets

What are Gifting Options for Highly Appreciated Assets?

POSTED ON: March 18, 2025 BY: Kyle Krull
Strategically gifting appreciated assets helps maximize charitable contributions, reduce tax burdens, and preserve wealth for future generations.
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Grandparents

What are Common Gifting Mistakes Made by Grandparents?

POSTED ON: February 6, 2025 BY: Kyle Krull
Grandparents should not neglect their own financial security and estate planning goals when gifting to their grandchildren.
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