Estate & Legacy
Kansas City Estate Planning & Legacy Management
Your legacy is important to you. You want to leave behind a positive impact on the world, and we want to make sure you do just that! We also want to make sure you have all of your necessary estate documents in place. Our Team works with you and your estate planning attorney to ensure your plan is on track. We won’t just work with you, but your younger generations, older generations and extended family.
Estate Management Services
Plan Creation & Implementation
We all know we need an estate plan, but most of us
never take the first step because the task seems daunting. That’s where we come in!
Estate Settlement / Transfer
Transferring control of inherited accounts from an estate is often confusing to your beneficiaries. We can simplify.
Philanthropic Management
Philanthropy can assist in managing tax strategies, while simultaneously making a positive impact on charitable organizations you are passionate about.
Asset Titling & Beneficiaries
Already have estate documents? Proper asset titling and beneficiary designation helps ensure your estate will transfer according to your wishes.
Multi-Generational Objectives
Ensure your loved ones are set up for success, even after you’re gone. You’ve worked hard to improve their lives; Let us extend the tradition.
Corporate Trustee Services
A corporate trustee, working in conjunction with
Buttonwood Financial Group, brings a personal touch, objectivity, and professional resources.
Finances Can Be Complicated
It is tough to find the balance between living for now and planning for the future, paired with the complexities of economic and life changes.
The Buttonwood Financial Group’s Family CFO services are specifically designed to help you manage your financial future based on your specific needs and goals.
Ready to Talk?
Are you ready to explore the benefits of your very own CFO? Schedule a Conversation Today!
Disclosures
Location
Business Hours
- Mon - Fri
- -
- Sat - Sun
- Appointment Only