Do You have Questions about Estate Planning
and the Process You Should Follow to Preserve Your Legacy?
If so, this is the workshop for you.
This webinar will be held through a simple online tool that allows you to meet virtually. You will be able to watch your instructor and see the slides from a computer, phone, or tablet. You’ll even be able to see and hear the instructor, but no one will be able to hear or see you.
Attending is quick and easy! You don’t need to download any software, you just need your computer, phone, or tablet!
This Workshop is Proudly Sponsored by:
To provide current & relevant information at interactive & entertaining workshops
To give back to the community through volunteerism & scholarships
Who Should Attend?
This workshop was created to help people in these common situations…
Regardless of the size of your estate, if you own a home you need to take the proper steps to protect it.
What will happen to your business upon your death or if you become disabled? Is there a succession plan in place?
Having the proper Estate Plan in place makes life much easier in the event of the death of a spouse.
Regardless of your age or the age of your children, an Estate Plan assures that your children’s needs will be addressed if you die or become incapacitated.
Why Should You Attend?
We will discuss some of the more common Estate Planning mistakes that people make such as…
Not Having an Estate Plan
This is by far the most common mistake people make and it can be quite costly for their heirs.
Not Planning for Disability
We never know what lies in store for the future. All you can do is be prepared.
Not Properly Funding Your Trust
This is a mistake that most people never consider, yet it can be a significant problem.
Not Updating an Estate Plan
If you already have an Estate Plan, do you keep it updated as life situations change?
Too many families fail to realize that their Estate Plan is inadequate… until it’s too late!
DIY Estate Planning
Do-it-yourself Wills often lack perspective and foresight and do not anticipate problematic situations.
Meet Our Presenters…
Glenn A. Stockton
Estate Planning Attorney
As Managing Partner of Stockton & Stern, LLC, Glenn focuses on the big picture, both internally and with respect to clients. On the one hand, he is responsible for establishing the firm’s direction, vision and values, and ensuring they are carried out. In addition, he meets with prospective clients to discuss their needs, determines how the firm can best assist them and helps with the overall direction and design of each estate plan. Glenn also assists in meeting with clients every year free of charge to review their plans to make sure they are up-to-date and capable of meeting the client’s goals.
Glenn founded the firm that bears his name in May of 2000. Although his passion is in the areas of estate planning and elder law, in his early years as a “small town attorney” he handled a wide range of cases, including divorces, bankruptcy, real estate transactions, probate, estate planning, contract drafting and review, and general litigation. The experience he gained during this time, particularly in the areas of divorce and bankruptcy, helps him design estate plans with strong asset protection components. It also gives him a unique perspective on the emotional issues families grapple with every day.
Today, Glenn focuses his practice exclusively on estate planning, elder law, Medicaid planning and veterans benefits planning.
Glenn is a sixth generation Kansan, having grown up in the home built by his great-great grandparents just outside of Emporia. He graduated from Fort Scott Community College in 1992, then earned his B.A. from Benedictine College in 1995, majoring in Political Science, Economics and Philosophy with a minor in American History. Glenn attended Edinburgh University in Edinburgh, Scotland following his graduation from Benedictine, pursuing a one-year post-graduate program in European and International Politics, where his focus was European Monetary Policy and the move to a single currency. Glenn finished that program in 1996. He earned his J.D. from the University of Kansas in 1999.
Glenn is a member of Wealth Counsel, a national alliance of estate planning attorneys, as well as the Probate Law Bench/Bar Committee of the Johnson County Bar Association. He is also an accredited attorney with the Veterans Administration. In addition, Glenn is a member of the Sons of the American Legion, the American Legion Riders, and the Gardner Rotary Club, and he is a Paul Harris Fellow of the Rotary Foundation of Rotary International.
Glenn and his wife of more than 30 years, Tamela, have three children, Derrick, Sophia and Alex, and three grandchildren, Avril, Annette and Harrison. Glenn and Tamela are family oriented, spending most evenings and weekends with their children. They love to travel, especially with the kids. Glenn and Tamela also enjoy dancing and do so whenever they get the chance.
Director of KC Operations for the Foundation of Financial Education
Mark Roberts is the Director of Kansas City Operations for the Foundation for Financial Education, one of the largest and fastest growing 501(c)(3) nonprofits in the country.
Mark attended Avila University, in Kansas City Missouri where he earned his degree in finance. Mark has worked in the industry for over 20 years and throughout his life and career; his independence has stayed with him and has inspired him to help others reach their own financial independence.
Family is important to Mark, so when he isn’t helping clients’ optimize their money, you can find him coaching kids’ sports like softball, baseball and basketball. He and his wife Amy have three children, Garrett, Paige and Savannah. He greatly enjoys working with children’s charities and extends his passion to working closely with Sproles Empowered Youth, Autism Speaks and Children’s Cancer Research