Kansas and Missouri Estate Planning Blog

Mistakes in planning for retirement

What Mistake are Common in Planning for Retirement?

POSTED ON: June 24, 2021 BY: Kyle Krull
Mistakes in planning for retirement can lead to unnecessary and avoidable stress. Planning for retirement starts early. If you started saving at the beginning of your career, you should have a decent nest egg when you are nearing retirement. Even so, planning does not necessarily equate to wise planning. According to a recent AARP article […]
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Estate planning to-do list

What Should My Estate Planning To-Do List Include?

POSTED ON: June 23, 2021 BY: Kyle Krull
Estate planning involves checking items off your to-do list. To-do lists are helpful in a variety of circumstances. They provide a visual representation of what you need to do and what you have already accomplished. Even so, your list is only as good as the items on it. According to a recent Spotlight News article […]
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Estate planning checklist

What Should an Estate Planning Checklist Address?

POSTED ON: June 11, 2021 BY: Kyle Krull
Creating a checklist when preparing your estate plan is an excellent idea. Some people really like checklists. I know I do. [In fact, I have a checklist for my Friday household cleaning chores sitting right beside me. I will take up that list right after I finish this blog post.] There is great satisfaction in […]
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Need an estate plan

Do I Really Need an Estate Plan?

POSTED ON: March 23, 2021 BY: Kyle Krull
All adult Americans need an estate plan. Age 18 is an important year. In many states, this is the age when you can first vote, join the military, and be recognized as an independent adult. Although being an adult in the legal sense comes with many benefits, you also have greater responsibilities after hitting this […]
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IRA beneficiary

Can a Trust Be an IRA Beneficiary?

POSTED ON: March 12, 2021 BY: Kyle Krull
Making a trust an IRA beneficiary can be complicated. You have a traditional IRA as part of your retirement planning. This tool serves you well and is straightforward in providing retirement income. Even so, an IRA can complicate matters in estate planning. According to a recent Wealth Advisor article titled “Should A Living Trust Be […]
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“Per capita”

How are “Per Stirpes” and “Per Capita” Different?

POSTED ON: February 25, 2021 BY: Kyle Krull
Choosing between “per stirpes” and “per capita” will impact asset distribution. Estate planning can be nuanced. Those who are unfamiliar with legal terms, tax law, and estate law can easily make costly mistakes. Many people attempt to create a do-it-yourself will. Doing so can create unintended problems for your loved ones and your estate. According […]
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Beneficiary review

What Is Involved is a Beneficiary Review?

POSTED ON: February 18, 2021 BY: Kyle Krull
People should undertake a beneficiary review every few years. You have several types of assets. You own a home. You have retirement accounts and bank accounts. You even purchased a life insurance policy. According to a recent The Street article titled “Secure your IRA – Review Your Beneficiary Forms Now,” some of these assets should […]
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Adult Children

How Much Should I Share About Estate Planning?

POSTED ON: January 6, 2021 BY: Kyle Krull
Knowing how much to share about estate planning can be challenging. Your estate plan is complete. The i’s are dotted. The t’s are crossed. All your documents are signed. Reviewing your plan with your executor would be wise. Should you talk to your adult children as well? According to a recent CNBC article titled “What to […]
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Joint accounts

Can Beneficiary Designations Solve Probate Problems?

POSTED ON: December 31, 2020 BY: Kyle Krull
Joint accounts and beneficiary designations can be useful in estate planning. When you think of estate planning what comes to mind? You likely think of how it is portrayed in books or films. A character receives news of the death of a relative and how this character was named in the last will and testament […]
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Change of beneficiary forms

When Should I Use Change of Beneficiary Forms?

POSTED ON: December 15, 2020 BY: Kyle Krull
Change of beneficiary forms are useful when updating an estate plan. You know who you want to inherit your assets. But they are not the same folks as from a few years ago. Your circumstances have changed. I get that. So, you updated your last will or your revocable living trust. Excellent. However, according to […]
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