13+ hour ago   (26+ words) A special needs trust protects SSI and Medicaid, but one ordinary line in a will can cancel it. What to check, and the mistakes families make....

2+ day, 4+ hour ago   (382+ words) Help clients take the wheel — don’t wait for a crisis to discover an estate plan no longer matches reality. The estate plan isn’t just a set of documents, Houghton said. Instead, it’s an ongoing process that has to keep pace…...

2+ day, 21+ hour ago   (184+ words) Families spend years planning how wealth will pass from one generation to the next. We work with attorneys, advisors, and tax professionals to think carefully about what we will leave to our loved ones. We invest enormous resources in transferring…...

2+ day, 20+ hour ago   (904+ words) An outdated beneficiary designation can derail even a carefully considered estate plan. Here are the accounts to review and the life changes that should prompt an update. Creating a will is an important part of estate planning, but it doesn't…...

2+ day, 21+ hour ago   (230+ words) Eric Becker is the Founder and Co-Chairman of Cresset, a multi-family office with over $260B assets under management and advisement. He shares his extensive experience to advise founders, entrepreneurs, private equity partners, and ultra-high net worth families in addition to serving…...

3+ day, 8+ hour ago   (243+ words) Every August is Make A Will Month, and this year KCUR and Classical KC launched a new partnership with Giving Docs to provide free will planning tools for its supporters. Traditionally, creating a will can be expensive and time consuming....