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FREE VIDEOS: What You Need to Know to Establish a Retirement Plan in Kansas

Retirement planning is essential for people of all ages, but as we age, the need for planning becomes even more critical. Establishing an estate plan in Kansas can protect your retirement savings and preserve a legacy for your family.

While preparing for the road to retirement, you should review your current estate plan if you have one. It is vital to ensure specific legal documents are included and your plan still complies with your wishes.

Planning for retirement must include planning for the possibility of having to deal with the high cost of long-term or nursing home care.  We do that.

Some significant Kansas estate planning documents to consider when retirement planning include:

  • Powers of Attorney
  • Health Care Directive
  • Living Will
  • HIPAA Authorization
  • Last Will and Testament
  • Living Trusts
  • Planning to coordinate beneficiary designations and retirement plan assets into the estate plan.

Learn more about retirement planning in Kansas and other legal strategies to protect your assets and legacy, view our library of educational videos.

Our videos cover:

  • Investment Accounts
  • IRA
  • Life Insurance
  • Article 13 – Retirement Plans and Life Insurance Policies
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