Resources
Guides, real client scenarios, and plain-language answers to help you understand your options.
Most people don't wake up excited to learn about trusts, probate, powers of attorney, or Medicaid rules. They start looking because something happe }ed. A parent got sick, a friend ended up in probate, a nursing home became part of the conversation, or they simply realized it's time to get their affairs in order.
This resource library is designed to answer the questions we hear every day and help you understand your options before making important decisions for yourself or your family. Explore the topics below, and if you need guidance tailored to your situation, we're here to help.
Most Read
Elder Law & Medicaid
How to Pay for Long-Term Care Without Losing Everything You've Built
The five-year lookback, Medicaid Asset Protection Trusts, crisis planning options, and why timing matters more than most families realize.
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Estate Planning
Wills vs. Trusts: What's the Actual Difference?
A plain-language comparison of what each document does, what each one can't do, and how most people end up using both together.
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Estate Planning
Understanding Trusts: How They Work and What They Can Do
A comprehensive guide to revocable living trusts, how they're created, funded, administered, and why they're the foundation of most estate plans.
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Estate Planning
Irrevocable Trusts & Medicaid Asset Protection Trusts
How irrevocable trusts work, when they make sense, and how a Medicaid Asset Protection Trust can protect your home and savings from nursing home spend-down.
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Estate Planning
Probate Administration in Missouri
What probate actually involves, the five stages of administration, what it costs, how long it takes, and how Kansas City families can avoid it with the right plan.
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Estate Planning
Powers of Attorney: What They Are and Why They Matter
The difference between financial and healthcare powers of attorney, what happens without them, and how to make sure the right person has authority when it counts.
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Elder Law
Veterans Benefits & Aid & Attendance
A guide to the VA Aid & Attendance benefit, who qualifies, how much it pays, and how to coordinate it with Medicaid planning for maximum protection.
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Elder Law
Disability Planning & Incapacity Documents
What happens without a durable power of attorney or healthcare directive, and how to put the right documents in place before a health event forces the issue.
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Estate Planning
Charitable Planning & Legacy Giving
How to incorporate charitable giving into your estate plan, including donor-advised funds, charitable remainder trusts, and legacy planning strategies.
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Business Planning
Business Succession Planning
How to plan for the transition of your business, whether you're passing it to family, selling to a partner, or preparing for an unexpected exit.
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Business Planning
Entity Formation & Business Structure
LLCs, S-corps, and other structures, how to choose the right entity for your business and make sure it's set up correctly from the start.
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More topics including probate, asset protection, and more
Estate Planning
“We have a house, retirement accounts, and no documents at all.”
A married couple in their early 60s, both still working, with two adult children and a home in the Kansas City area.
They assumed the process would be complicated and expensive. Three weeks later they had a complete trust-based plan, updated beneficiary designations, and the confidence that their children wouldn't face a court process if something happened.
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Elder Law
“Dad is declining and we just found out he has no power of attorney.”
An adult daughter in her 50s, managing her father's care from across town while he lives alone and shows signs of early cognitive decline.
He still had sufficient capacity to execute documents. Acting while he did meant his daughter had the legal authority she needed, avoiding a costly court-supervised guardianship that could have been required just months later.
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Medicaid Planning
“Mom entered a nursing home last week. We have no idea what to do.”
Three adult siblings in their 40s and 50s, managing their mother's sudden nursing home placement after a fall. She had a home, modest savings, and no prior Medicaid planning.
Even in a crisis, options existed. A combination of spousal protection rules, exempt asset strategies, and a clear spend-down plan protected a meaningful portion of the family's assets and gave the siblings a path forward.
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Medicaid Planning
“I want to protect my home for my kids. I don’t want the nursing home to take it.”
A 74-year-old widow in good health, living alone in the home she has owned for 40 years. Her children are grown and she wants to leave the house to them.
She acted while she had time. A Medicaid Asset Protection Trust was funded, the five-year clock started running, and her home, her most valuable asset, is now protected from both spend-down and estate recovery.
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Short videos are on the way.
We are recording a series of short, plain-language videos on the questions families ask most, no jargon, no sales pitch. Topics will include when you need a trust vs. a will, how the Medicaid five-year lookback actually works, what powers of attorney do (and what happens without them), and more.
Trust vs. Will
Medicaid Lookback Explained
Powers of Attorney
Protecting the Family Home
When to Start Planning
What Probate Actually Costs
Still have questions after reading?
That's what the consultation is for. A focused call to understand your situation, answer your specific questions, and help you figure out the right next step, without pressure and without obligation.