Tom and Kay Willy recently received an award from the US Army for 20 years patriotic service as volunteer sponsors for international military students at the US Army Command and General Staff College, Fort Leavenworth, Kan. As chair of the Children’s Mercy Hospital Planned Giving Council, Mindy Ward was recently invited to participate in the …
succession planning
When To Consider Multi-Generational Estate Planning
In estate matters, it’s a good rule of thumb to review your estate plan every three years or whenever there is a major change in your life – a marriage, a divorce, a remarriage, the birth of children, the loss of an immediate family member or a major rise or fall of assets. Creating an estate plan is a very personal matter; the estate planning …
Passing the Torch!
It has become a tradition here at Van Osdol & Magruder that we have an annual firm retreat, and this year was no different. This year one of the biggest topics for discussion was that of succession planning. Succession planning centers on both internal and external issues. With internal issues, the attorneys review the plan for the succession …