The Smart Legacy Podcast: Wills, Trusts & Elder Law

You Have A Trust, But Does It Work?

26 min · 7 de may de 2026
Portada del episodio You Have A Trust, But Does It Work?

Descripción

You've created a trust to protect your loved ones and your legacy—but is it really working? In this episode of the Smart Legacy Podcast, estate planning attorney Glenn Stockton dives into the critical, often overlooked steps needed to ensure your trust and estate plan actually work when it matters most. Discover why simply signing documents isn't enough and how trust funding, beneficiary alignment, and annual reviews play a vital role in avoiding probate, minimizing taxes, and creating clarity for your family. Don't let an unfunded or misaligned trust leave your loved ones with chaos and confusion—learn how to create a plan that truly works. Want to ensure your estate plan is structured, funded, and aligned? Contact Stockton & Kandt today. Visit stocktonlaw.com or call their Gardner, Kansas office at (913) 856-2828.

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21 episodios

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In this insightful episode of the Smart Legacy Podcast, host Glenn Stockton, managing partner of Stockton & Kandt, speaks with Aaron and Tabitha Krull of Oasis Senior Advisors Kansas City. Together, they dive into the critical decisions families face when it comes to senior living and aging transitions. Learn about the various levels of senior care, including independent living, assisted living, memory care, and skilled nursing, as well as essential financial and legal considerations. Aaron and Tabitha also share how Oasis Senior Advisors provides free, personalized guidance to families, helping them find the right fit among over 200 senior living communities in the Kansas City metro area. Whether you're planning ahead or navigating a crisis, this episode will equip you with the tools and resources you need to make informed, confident decisions for your loved ones. Don't wait until it's too late—proactive planning is the key to ensuring clarity, not chaos, for your family's future. For more information, contact Oasis Senior Advisors at 816-608-3112 or visit their HIPAA-protected webpage at https://www.oasissenioradvisors.com/locations/kansas-city/

28 de may de 202634 min
episode You Have A Trust, But Does It Work? artwork

You Have A Trust, But Does It Work?

You've created a trust to protect your loved ones and your legacy—but is it really working? In this episode of the Smart Legacy Podcast, estate planning attorney Glenn Stockton dives into the critical, often overlooked steps needed to ensure your trust and estate plan actually work when it matters most. Discover why simply signing documents isn't enough and how trust funding, beneficiary alignment, and annual reviews play a vital role in avoiding probate, minimizing taxes, and creating clarity for your family. Don't let an unfunded or misaligned trust leave your loved ones with chaos and confusion—learn how to create a plan that truly works. Want to ensure your estate plan is structured, funded, and aligned? Contact Stockton & Kandt today. Visit stocktonlaw.com or call their Gardner, Kansas office at (913) 856-2828.

7 de may de 202626 min
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16 de abr de 202643 min
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Are you confident your estate plan can handle life's unexpected challenges? In this episode of the Smart Legacy Podcast, Glenn Stockton, managing attorney at Stockton & Kandt, walks you through the 'Estate Plan Stress Test'—eight essential questions that uncover gaps in your current plan. Learn how to ensure your assets are protected, your wishes are honored, and your family isn't left guessing during critical moments. From funding your trust to aligning beneficiary designations, avoiding guardianships, and planning for long-term care, this episode is your checklist for clarity and peace of mind. Don't leave your legacy to chance—tune in today! Download your free copy of the Legacy Guide here: https://www.stocktonlaw.com/published-book/ Tune in now to take control of your legacy and ensure your family is prepared for whatever life brings.

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