Elevated Retirement Group - Kansas City

Directions Website Contact the business

Elevated Retirement Group - Kansas City Using a team approach, we can close the gaps between your current status and your future goals, help

09/22/2026

Kansas now allows couples to opt into a trust structure that may provide a full double step-up in basis without moving to a community property state. But the tax benefit comes with important legal and financial tradeoffs that need to be understood first.

09/19/2026

Where you live can dramatically change how inherited assets are taxed after a spouse dies. In some states, only half the asset receives a step-up in basis, while in community property states, both halves may qualify.

Kansas just added a new estate planning option, and for some couples, it could have major tax implications. 💰The new Kan...
09/17/2026

Kansas just added a new estate planning option, and for some couples, it could have major tax implications. 💰

The new Kansas Community Property Trust may offer a double step-up in basis on certain appreciated assets, but it also comes with important trade-offs.

Connor Kelly breaks down who could benefit, who probably won't, and the risks you need to understand first.

Get the latest here: https://listentoscott.com/video-podcasts/could-this-new-kansas-legislation-reduce-capital-gains-taxes/

07/27/2026

While the executor and trustee roles are similar in many ways, the biggest difference is where they get their authority.

07/24/2026

Many people think they need a will, but what they often need is an estate plan. Here's why it matters.

Think your will controls everything you own? It may not.Your retirement account could go to someone your will never ment...
07/23/2026

Think your will controls everything you own? It may not.

Your retirement account could go to someone your will never mentions.

A living will has almost nothing to do with distributing property.

An executor does not manage a trust.

And dying with a will does not mean your family avoids probate.

Estate planning terminology can sound similar but the legal differences can completely change what happens to your assets, your medical care, and your family.

In this episode, estate planning attorney Connor Kelly clears up the terms people confuse most and explains what they actually mean.

🎧 Watch now: https://listentoscott.com/video-podcasts/estate-planning-doesnt-have-to-be-confusing/

07/13/2026

Trump Accounts may offer a new planning opportunity for kids, but they come with some important restrictions.

07/11/2026

Trump Accounts are now available for kids ages 0 to 18, but there’s one important detail parents need to understand.

The latest Trump Account details are here- and families need to understand the rules before jumping in 👇This week on the...
07/09/2026

The latest Trump Account details are here- and families need to understand the rules before jumping in 👇

This week on the podcast, Tyler breaks down the latest updates on Trump Accounts, including...

✔️ Who qualifies for the $1,000 government seed money
✔️ How contributions work
✔️ What happens when a child turns 18
✔️ Why these accounts could become a powerful long-term planning tool

🎙️Watch now: https://listentoscott.com/video-podcasts/the-2026-guide-to-trump-accounts/

06/22/2026

What we've found working with clients for more than 25 years is that unanswered questions create anxiety in retirement. One of the biggest questions is what will replace your paycheck? Without having a clear answer for that, it will leave you with an uncomfortable feeling.

Address

5200 West 94th Terrace, Suite 208
Prairie Village, KS
66207

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 2pm

Website

Alerts

Be the first to know and let us send you an email when Elevated Retirement Group - Kansas City posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Elevated Retirement Group - Kansas City:

Shortcuts

Share

Category