The Smart Legacy Podcast: Wills, Trusts & Elder Law

What Families Need To Know Before A Crisis | Senior Living and Aging Transitions

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/

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.

Navigating Senior Care with Confidence: Expert Advice from Sage Senior Care Advisors

Making senior care decisions for aging loved ones can feel overwhelming, but you don't have to navigate it alone. In this episode of the Smart Legacy Podcast, Glenn Stockton sits down with David and Alix Thompson, founders of Sage Senior Care Advisors, to discuss how families can plan ahead, avoid crisis-driven decisions, and find the right care solutions. From understanding the differences between assisted living, memory care, and skilled nursing to addressing emotional challenges like guilt and stress, this episode is packed with actionable advice and compassionate guidance. Discover how Sage Senior Care Advisors provides personalized, face-to-face support in the Kansas City area, helping families make confident, informed choices. Whether you're just starting to explore options or facing an urgent need, this conversation will leave you feeling empowered and prepared. Visit Sage Senior Care Advisors at www.sageadvisorskc.com or call them at (913) 951-0446 to learn more about their services. Tune in now to take the first step toward clarity and peace of mind.

The Estate Planning Stress Test: 8 Essential Questions You Can't Afford to Ignore

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.

Choosing the Right Trustee: Simplifying Family Legacies with Mike Sears

In this episode of the Smart Legacy Podcast, Glenn Stockton sits down with Mike Sears, Senior Trust Officer at BOK Financial, to discuss the critical role of trustees in estate planning. Together, they explore the differences between trustees and executors, the challenges family members face when serving as trustees, and when it makes sense to hire a professional trustee. Learn how professional trustees can help reduce family conflict, manage complex assets, and ensure your wishes are honored with clarity and care. Whether you're planning your estate or considering your options for trust management, this conversation is packed with valuable insights that will help you make the best decisions for your family's future. For more information, you can contact: Michael K. Sears SVP, Senior Trust Officer Email: msears@bokf.com [msears@bokf.com] Phone: (913) 307-1657 BOK Financial Private Wealth 7101 College Blvd, Suite 1100, Overland Park, KS 66210