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Continuing Education
Continuing Education

Continuing Education Credits from the Kansas Department of Insurance The Truth About Estate Planning Workshop™, Retirement Plan Review Program, Nuts ‘N Bolts I (Overview) and Nuts ‘N Bolts II (Trustee Training) have been approved by the Kansas Insurance Department to earn ...

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Blog posts in Estate Planning

  • What Is a Management Succession Plan, and Why Do I Need to Make It Part of My Business Plan?

    A management succession or business continuity plan is the blueprint for implementing your exit strategy. It specifically directs who will operate, or ...

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  • Crisis Planning

    Many families wait until their loved one (mom, dad, sibling, etc.) develops a disability issue that requires full-time assistance. That assistance can ...

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  • The Portability Election Panacea?

    A quick explanation of the IRS portability rule: When the first member of a married couple passes away, the surviving spouse may carry over any unused ...

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  • Asset Protection Trusts Offshore

    When an affluent individual or family has very high potential for liability and lawsuits (such as a physician), domestic asset protection strategies ...

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  • The Role of Sales People in Your Business

    The role of sales in any business is to develop prospects and close new business. It is the primary source of revenue, and though expense management ...

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  • LifeSpan™ Corner

    Annual Family Reunion™ Client Update Program™ Educational Workshops Audio / Video Library DocuBank®

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  • You Can Trust You Children, Right?

    Jane was one of five children. Her mother, Ellen, was 87 and had been ailing for some time. Jane’s oldest brother, Bob, had been given a power of ...

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  • The Top 10 Estate Planning Issues

    A colleague of ours recently assembled a list of the top 10 estate planning issues. This list is a great tool to assure that key items are not ...

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  • Disinheriting an Heir

    It’s never an easy decision for a parent to disinherit a child. However, in some cases, a child’s behavior is so reprehensible, or the relationship ...

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