Complex Estate Planning

Overland Park estate planning lawyers provide comprehensive guidance for larger estates, veterans estates, and other challenging estate needs

Smaller estates can be managed with simple wills, trusts, and advanced directives. However, other estates are larger or have other unique needs and require a much more comprehensive approach to estate planning. The skilled Overland Park estate planning lawyers at Stockton & Stern, LLC. have the necessary mastery of Kansas estate planning laws needed to protect your estate and ensure your future wishes are met.

Veteran's estates

Veteran's estates require specialized planning because of the unique benefits offered to veterans through the VA and the Non-Service Related Disability Pension with Aid & Attendance Benefits. While it is true veterans and their surviving spouses are required to qualify both medically and financially to receive the VA Pension Benefits, this does not mean you must run out of money before you become eligible. With the right use of exemptions and careful planning, you could qualify to begin receiving benefits immediately. Our attorneys are accredited by the Veterans Administration and skillfully aide veterans and their spouses in maximizing the benefits they have earned and protect their assets for the future.

Large estates and other challenging estate needs

Large estates often include a sizable net worth, a considerable amount of assets, or assets held in multiple states. All of these Additionally, many families today include complex family dynamics such as multiple marriages, step-children, blended families, and complex family structures which also require special estate planning needs to ensure your wishes are carried out in the future and to protect your family's financial future. Unfortunately, we see the issue of not having a solid and effective estate plan all too often on the news when celebrities die without leaving behind an effective estate plan. Even if you don't have a sizable net worth or a considerable amount of assets like these celebrities do, most average families today include some type of complex family dynamic requiring specialized planning for their estate. Anyone with a large estate or other complex family dynamics needs the assistance of a highly skilled complex estate planning attorney to ensure their estate plan will protect their wishes for the distribution of their estate upon their death.

Our approach to the complex estate planning process

We believe in using a comprehensive approach to create every estate plan. To us, a comprehensive approach means we will use all necessary tools, a team approach, and plan for the unknown. Our estate planning toolbox includes tools such as wills, trusts, and power of attorneys. We believe in working as a team of not only our own team of attorneys but also collaborating with other important advisors, such as your insurance agent, accountant, and financial planner. We also believe every estate plan should account for the unknown, such as the possibility of being diagnosed with a terminal or disabling illness and requiring a power of attorney for our care. We want to ensure your voice is heard and your wishes are known well before the time in which such an important decision needs to be made and you are unable to express your own desires. Finally, we believe estate plans should be reviewed regularly to ensure it is up-to-date and accurately portrays your wishes and intentions. As a part of our commitment to be your trusted advisors for life, we offer an annual review for all of our estate plans at no additional cost to you.

Overland Park estate planning lawyers provide peace of mind

If your estate includes large assets, assets in multiple states, veterans benefits, or other unique and challenging estate planning needs, you need an experienced complex estate planning attorney to guide you through the process. The Overland Park complex estate planning lawyers at Stockton & Stern, LLC . are well-versed in handling all challenging estate planning needs. We pride ourselves on having the experience necessary to be your trusted advisors through every season and change of life. Our estate planning lawyers use a comprehensive approach to protect your income and assets, your family's financial future, and to ensure your wishes are carried out. To schedule your appointment to speak with one of our trusted estate planning advisors call us at 913-856-2828 or contact us online today.