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An Irrevocable Life Insurance Trust (ILIT) is an unalterable legal arrangement aimed at achieving specific objectives, such as minimizing estate taxes and ensuring financial security, by holding a life insurance policy outside the insured’s estate.

Congratulations to Wealth Advisor Associate, Markus Phox, for being recognized by the Wichita Business Journal as a Young Professional in…

Financial Documents Health Care Documents NOTE: Power of attorney laws can vary from state to state. An estate strategy that…

The federal estate tax thresholds may change, impacting wealth transfer strategies.

Don’t let these 8 myths keep you from preparing for retirement.

Tips to ensure your estate plan aligns with your intentions.

Many Americans overpay on taxes by not claiming eligible deductions, and this article introduces the five commonly overlooked opportunities for managing tax bills.

A living trust is a legal arrangement for managing assets during one’s lifetime, aimed at simplifying estate planning, despite its drawbacks.

The Barton School of Business at Wichita State University recently hosted an event – Marketing In Action! – for their students. Among the participants was our…

Our annual shred event has evolved into a cherished tradition—a place where we securely discard documents while sharing smiles, conversation, and breakfast with our clients.