Legacy & Estate Planning Services

Your legacy is more than just your wealth and assets. It extends beyond your possessions and into the lives of others whom you have touched with generosity and kindness. At ClearPath, we will help to align your estate planning with your overall financial plan, so you can rest easy knowing that your loved ones are financially secured in the event of your untimely demise. Our team of financial experts specializes in all aspects of legacy planning including estate plans, trusts, probates, and more.

Creating a legacy plan is something that not only benefits you personally but also provides financial security for your family and charitable causes after you are gone. There is a common misconception that legacy planning is only for the wealthy but this is simply not true. Whether you have a modest or considerable estate, it is important to take inventory of your assets and plan accordingly to protect your beneficiaries’ financial well-being for many years to come.

ClearPath has estate planners on our team which can help you identify the type of legacy plan that will be right for you. In general, trusts provide more flexibility on how you want to distribute your wealth and assets in life or after death. At ClearPath, we can help you in creating an irrevocable trust, a living trust, a power of attorney, a charitable remainder trust, or an extensive last will and testament. Our goal is to help you in choosing the best legal tool to make sure that your wealth and assets are fully protected.

ClearPath is a trusted legacy planner serving families for many years. Call us now at (913) 696-1919 to learn more about our legacy and estate planning services.

IRA Legacy Planning

We will help you in optimizing the value of your IRA account to ensure that your beneficiaries will get a steady stream of income throughout their lifetime.

Our goal as your IRA legacy planner is to protect and preserve your assets so they can be passed on to your loved ones as planned. At ClearPath Financial Group, we will guide you throughout the whole process of legacy preparation so you can successfully transfer your retirement assets to your rightful beneficiaries. Our personalized financial plan will help your loved ones understand the legacy that you’ll leave behind and educate them on how they can preserve it for generations to come.

Let Us Help Secure The Future Of Your Business!

Our team of fidicuary advisors and tax specialists will work together with you to help make the best decisions for your financial future.

Discussion with a real estate agent

Estate Planning

Estate planning is the process of identifying your wishes for your assets in life as well as long into the future. In general, an estate plan allows you to guide the distribution of your assets over time.

ClearPath will guide you through the complex asset distribution process to minimize the tax liabilities of your heirs and beneficiaries, help 

preserve your assets, and ensure that assets are managed according to your wishes. Our team of expert estate planners will provide you and your heirs with comprehensive wealth transfer and estate tax reduction strategies to address your unique needs.

Call our Team of Expert Estate And Legacy Planners Today

At ClearPath we have the right mix of professionals who can help you when it comes to personalized estate and legacy planning. We take a team approach by providing coordinated, fiduciary advice with our registered investment advisors, licensed CPAs and estate planners. If you are in need of comprehensive estate or legacy planning services in the greater Kansas City Metro area, ClearPath Financial Group has got you covered. Call us now at (913) 696-1919 to speak to one of our financial experts.

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Contact Us Today for More Info!

(913) 696-1919

Kansas Office

9393 W. 110th St. Overland Park, Kansas 66210
Monday, Tuesday, Wednesday, Thursday8:30 am – 6:00 pm
Friday8:30 am – 3:00 pm

Missouri Office

206 SE 2nd St. Lee's Summit, Missouri 64063

Mon-Thur: 8:30- 6:00 pm
Fri: 8:30 am – 3:00 pm
(816) 525-4975
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