The Smart Legacy Podcast: Wills, Trusts & Elder Law

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.

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.

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: [email protected] Phone: (913) 307-1657 BOK Financial Private Wealth 7101 College Blvd, Suite 1100, Overland Park, KS 66210  

In this episode of the Smart Legacy Podcast, Glenn Stockton, managing attorney at Stockton & Kandt, walks you through the essential steps to create an estate plan that truly works—not just on paper, but in real life. Discover the six-step roadmap to effective planning, the "four-legged stool" framework for stability, and practical advice to protect your loved ones and assets. Whether you're starting from scratch or updating an existing plan, this episode provides clarity, actionable steps, and peace of mind.   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.

In this essential Smart Legacy Podcast episode, Kansas City estate planning attorneys Glenn Stockton and Sophia Kandt reveal why having a family meeting is crucial after completing your estate plan. Learn practical strategies for talking to your family about wills, trusts, and estate plans to prevent costly conflicts, reduce family burden, and ensure your plan actually works when needed. Discover their proven red binder system, the benefits of tools like DocuBank, and why transparency is key to estate planning success. Perfect for families in Overland Park, Gardner, and throughout Johnson county, Kansas and Missouri.

Turning 65 and facing Medicare decisions? In this episode of the Smart Legacy Podcast, host Glenn Stockton sits down with trusted Medicare broker Bobby Chien to demystify the complex world of Medicare. Together, they break down the essentials—Parts A, B, C, and D—explain common pitfalls like lifetime penalties, and discuss how to choose between Medicare Advantage and Supplement plans. Bobby shares practical advice on enrollment timing, avoiding costly mistakes, and why local expertise matters when picking coverage. Whether you're planning for retirement, helping a loved one, or just want to make sure you're not leaving money on the table, this episode offers clear, actionable guidance to protect your health, finances, and peace of mind.

Learn how to choose the right fiduciaries for your estate plan in this comprehensive Smart Legacy Podcast episode. Kansas City attorneys Glenn Stockton and Sophia Kandt explain the roles of trustees, executors, power of attorney agents, and guardians. Discover practical tips for selecting family members vs. professional fiduciaries, common mistakes to avoid, and essential criteria for making these critical decisions. Perfect for families in Kansas and Missouri seeking expert estate planning guidance to protect their legacy and ensure their wishes are carried out properly.

In this episode of The Smart Legacy Podcast, estate planning attorney Glenn Stockton sits down with CPA Carlie Bittel to break down the sweeping changes coming with the 2026 tax law reforms, including the One Big Beautiful Bill Act. They explain how individuals and small business owners can benefit from new above-the-line charitable deductions, expanded car interest deductions for vehicles assembled in the US, and the innovative Trump accounts for children, plus how small businesses can leverage these as fringe benefits. Glenn and Carlie also discuss the return of 100% bonus depreciation, the evolving landscape for itemized versus standard deductions, and special provisions for retirees, such as the temporary "Social Security deduction." Emphasizing the importance of strategic planning and attorney-CPA collaboration, they offer actionable advice to help listeners navigate phase-outs, maximize credits, and optimize their tax and estate plans before the new rules take effect. Whether you're a business owner, retiree, or someone looking to protect and grow your legacy, this episode provides essential insights to help you stay ahead of the biggest tax changes in years.

What really happens if you're suddenly incapacitated—and don't have a plan? In this essential episode, attorneys Glenn Stockton and Sophia Kandt break down the hidden risks of going without legal documents like powers of attorney or HIPAA authorization. From real-life emergencies with young adults and spouses to the stressful, expensive court process that families must endure, you'll learn why incapacity planning isn't just for the elderly—it's for everyone over 18. Discover the common pitfalls of online forms, how state laws can trip you up, and what simple steps can spare your loved ones from chaos and uncertainty. If you want to protect your family, your finances, and your peace of mind, this episode is a must-listen.

In this eye-opening episode of the Smart Legacy Podcast, attorneys Glenn Stockton and Sophia Kandt tackle the most common and dangerous myths about estate planning, from the belief that "wills avoid probate" to the misconception that estate planning is only for the wealthy. Drawing from years of real-world experience, they explain why relying on Google or DIY solutions can lead to costly mistakes, family conflict, or unintended burdens for your loved ones. Discover the truth about wills, trusts, powers of attorney, beneficiary designations, and more. Whether you think your estate plan is "done" or you haven't started, this candid conversation will help you protect your family, preserve your values, and avoid the pitfalls of bad advice.

Wondering how the 2025 tax law changes will affect your estate plan and legacy? In this episode of the Smart Legacy Podcast, attorneys Glenn Stockton and Sophia Kandt break down what the new tax bill means for you and your family. Discover actionable tax-saving strategies, including Roth IRA conversions, effective gifting, and how to avoid costly mistakes with capital gains and step-up in basis. Learn why proper Medicaid and long-term care planning is more important than ever, and how to work within the new rules to protect your assets and provide for your loved ones. Whether you're updating an existing plan or just getting started, this episode offers expert advice to help you minimize taxes, maximize your legacy, and avoid common pitfalls. Listen now to stay informed, empowered, and ready for the future!

Are you a parent of young children? Have you ever wondered what would happen to your kids if something happened to you? In this eye-opening episode of the Smart Legacy Podcast, attorneys Glenn Stockton and Sophia Kandt tackle the number one risk facing young families: not having a plan in place for your children's care and financial security. Join us as we break down the real-life scenarios every parent dreads—like who will raise your children if you're gone, how to ensure your assets are managed responsibly, and why leaving these decisions to the courts can have unintended consequences. You'll hear powerful stories, learn about the emotional and practical steps to appointing guardians, and discover how trusts and wills can safeguard your family's future. Don't let misconceptions or procrastination put your loved ones at risk. Tune in for expert advice, actionable steps, and the peace of mind that comes from knowing your children will be protected—no matter what. This episode is a must-listen for every parent who wants to take control, show their love through planning, and secure their legacy.

Discover how Evergreen Community is transforming senior care in Johnson County, Kansas, with a nonprofit, resident-driven approach that emphasizes dignity, vibrant living, and community connection. Host Glenn Stockton speaks with Belinda Vierthaler, Evergreen's Chief Development Officer, about their award-winning culture, upcoming campus with all-private rooms, and the innovative Good Neighbor Fund ensuring no resident is left behind. Learn how families can plan ahead, what to look for in senior communities, and how Evergreen empowers residents to lead fulfilling lives—plus, details on their annual fundraising gala and how to get involved.

Are you or a loved one facing the challenges of Alzheimer's or dementia? In this episode of The Smart Legacy Podcast, host Glenn Stockton sits down with Michelle King, Community Program Manager for the Alzheimer's Association Heart of America Chapter, and Carrie Stracy, Director of  Community Outreach at Stockton and Kandt and dedicated volunteer. Together, they share insider tips on early detection, the latest in care and support, and how to access free, life-changing resources in Kansas and Missouri. Hear deeply personal stories, learn about the critical warning signs, and discover how you can preserve dignity, independence, and quality of life for those you love. Whether you're a caregiver, family member, or simply want to understand more about these conditions, this conversation offers practical advice, hope for the future, and a powerful reminder: you are not alone. Don't miss this essential episode—listen now and take the first step toward a smarter, more supported legacy

On this episode of the Smart Legacy Podcast, attorney Glenn Stockton is joined by leaders from Catholic Community Health, Brad Hedrick and Tiffany Claire, to discuss what sets Villa St. Francis apart as one of Kansas' largest and highest-rated Medicaid-approved long-term care facilities. Discover how Villa St. Francis and Catholic Community Health provide a full continuum of care—from in-home support to hospice—guided by a mission of compassion and inclusion for people of any background. They explain why hospice isn't something to fear, how Medicaid pending can relieve stress during long application processes, and the importance of touring facilities in person. The conversation also covers common misconceptions about Medicaid, the benefits of planning early to protect assets, and how events like Fall Ball support their mission. This episode is packed with practical insight for families at any stage of the elder care journey.

Long-term care costs are skyrocketing, with averages as high as $10,000 to $15,000 per month, and 70% of people over 65 will need care at some point. Without proper planning, these expenses can deplete your savings and leave your family struggling to pick up the pieces. This episode dives into the importance of pre-planning, Medicaid strategies, and protecting your assets so you and your loved ones can face the future with peace of mind.

Failing to plan your estate doesn't just leave your family with emotional stress—it creates financial chaos. Without a plan, your loved ones face expensive probate, legal battles, and even losing access to critical information during emergencies. Learn how simple steps like creating a trust, signing power of attorney documents, or updating beneficiary designations can save your family from unnecessary burdens and ensure your legacy is protected.

In the debut episode of The Smart Legacy Podcast, father-daughter attorneys Glenn Stockton and Sophia Kandt share heartfelt stories and invaluable advice about estate planning, elder law, and leaving a legacy. From navigating probate to avoiding common planning pitfalls, they explore how to protect your assets, maintain family harmony, and ensure peace of mind for future generations. With over 25 years of experience, Stockton & Kandt offer practical tips to help you plan comprehensively, simply, and meaningfully. Tune in to start securing the future for you and your loved ones.