2016 Client Update Program

There is still time to register for the 2016 Client Update Program.  The Client Update Program is required every other year to reinstate your trust.  If it is your year to update, please contact our office to get registered for one of the following dates: Friday, July 8, 10:00 a.m., Overland Park Friday, July 8, 2:00 p.m., Overland Park Saturday, … Read More

2016 Annual Family Reunion™

We look forward to seeing everyone at the Annual Family Reunion this year!  If you have not already done so, please make sure to return your Asset Review Report (green paper) to our office as soon as possible. Please remember to bring your Operator’s Manual, Red Estate Planning Portfolios, your personal calendar and your address book to the Annual Family … Read More

2013 Community Builder

This year over 100 of our LifeSpan members and their family and friends joined us for our Community Builder in Abilene, KS. We started out the day at the Abilene & Smoky Valley Railroad for a round trip tour to Enterprise, KS on a restored 100 year old coach/diner and open-air observation car pulled by a 1945 ALCO S-1 diesel-electric … Read More

DocuBank®

If you are seriously ill or injured, your documents must be available immediately. Completing a living will, health care power of attorney and other advance directives might not be enough. With DocuBank® your living will and/or health care power of attorney are just a phone call away. If you are hospitalized your emergency card instructs the hospital staff to contact … Read More

Audio / Visual Library

The Firm will maintain an Audio/Video Library of educational programs on DVDs. The materials are available to the Client, the Client’s family, and the Client’s advisors. Currently, there is no additional charge for these requested items. Requests are filled on a first-come, first-served basis. Materials are shipped via U.S. Mail. Videos Currently Available on DVD 2005 Annual LifeSpan Family Reunion™ … Read More

Educational Workshops

These programs are strictly voluntary and provide you with the opportunity for valuable education. We encourage you to attend any or all workshops available. They are designed with your interests in mind and are for your welfare and knowledge. We hope you will find these topics worthwhile and engaging. 2015 Educational Workshop Schedule* Nuts ‘N Bolts I – Tuesday, July … Read More

Client Update Program™

In our formal updating program, trust documents are updated bi-annually for legal/technical and personal changes. Please remember to bring your red book and Operator’s Manual with you to the Client Update Program.™ As always, it is important that married couples assure that both spouses attend. If you are married, we will no longer allow one spouse to attend this event … Read More

Annual Family Reunion™

Please remember to bring your Operator’s Manual, Red Estate Planning Portfolios, your personal calendar and your address book to the Annual Family Reunion™ 2015 Annual Family Reunion™ Schedule* The Annual Family Reunion meetings were a success.  We will post the 2016 Annual Family Reunion Schedule in January 2016.