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(316) 729-0100 7570 W. 21st St. Bldg 1026 - Ste. A Wichita, KS 67205 Make Your Payment Here McCafferty Acquisition 2022

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

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

Planning for retirement must include planning for the possibility of dealing 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

To 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

Please complete the form below to view our retirement planning videos.

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