Financial Services Topeka, KS Investment, life insurance. Coach Craig Financial Company Topeka KS

Estate Planning


“Leave your loved ones protected through solid estate planning – call us today!”

Reliable Estate Planning Strategies in Topeka, Kansas

Nobody wants to think about what will happen after they are gone. However, one of the most important things you can do to protect your family is to put up solid plans in place. Effective estate planning allows you to manage your affairs during your lifetime and ensure your legacy is passed on efficiently to your loved ones.

Though creating an estate plan can be overwhelming, a dedicated advisor from our team will help you implement your plan and make sure that it will survive anything that life throws at you. You’ve worked hard for your assets and properties, we only want to make sure that the legacy you leave to your loved ones is built to last.

At GamePlan Financial, you get professional estate strategists who work with you to protect your loved ones and everything you have worked hard for. We can also work with your legal advisors and other service providers as needed to deliver on your goals.

If you have proper estate planning, you can outline your healthcare wishes and ensure they’re carried out even if you are unable to communicate. You can also designate someone you trust to manage your financial affairs if the time comes, you’d be unable to do so.

Our estate planning strategies also include analysis of transfer vehicles which can be tax-efficient in transferring wealth. While it may seem time-consuming and complicated to plan and divide your estate between your family members, friends, or charities, if there is no will or trust in place for your estate, then it will go through probate court. This process is often a costly and lengthy hassle for the people you’ve left behind.

Why Estate Planning is Important

Estate planning is making the necessary arrangements so that your estate will go to the right people so you can leave a legacy. An estate may include properties such as real estate, buildings, houses and lots, vehicles, bank accounts, insurance and investments, jewelry, and other items of value.

Here are the reasons why estate planning is important.

Your estate will never go to anyone who is not your beneficiary.

When you designate your beneficiaries, it ensures that they will be the only ones who will enjoy what you leave behind.

You ensure your family’s way of life.

Proper estate planning, ensures your family’s way of living after you’re gone. Investments and insurances provide a financial buffer so your family can continue living as intended.

You minimize taxes for your beneficiaries.

By law, your beneficiaries are required to pay a considerable amount in taxes before they can receive their inheritance. With solid estate planning in force, this cost can be minimized significantly.

You have the comfort of knowing your family’s future is safe.

When you have an estate plan in place, you can sleep at night knowing the future of your loved ones is safe and secure. 

Estate planning is a complex and tedious process, so it is best to have a professional to help you along. GamePlan Financial can sit down with you to tailor-fit a plan for your estate management. We can help you plan it successfully.

GamePlan Financial

Let Us Help Secure Your Family’s Future

Deciding what to do with your estate after death can be a very complex and emotional process, but it’s also an important one. Your legacy is important, even if you’re not a millionaire. A comprehensive financial plan for your life should include estate planning elements such as a will, a trust, life insurance, charities, and gifts. Tax implications also play a vital role in this process.

That’s why GamePlan Financial is here to help reduce uncertainties about the administration of your estate as well as maximize its value. Our Financial Planners can help you minimize taxes on gifts and estates. 

Our team can collaborate with estate planning attorneys to provide you with the best approach that meets all your wishes. You can trust GamePlan Financial to put everything in place.

Furthermore, our long-term relationships with our clients allow us to excel at the emotional side of estate planning. In reality, this is one of the areas in a comprehensive financial blueprint that you can’t do without some personal involvement. It’s not easy since there’s so much to it and it requires you to plan for something you may not see. 

At GamePlan Financial, we pride ourselves on getting to know you, your overall situation, and your dreams. Our goal is to turn this into a smoothly executed, personalized experience that suits your goals and personality.

Financial Services Topeka, KS Investment, life insurance.

Have the Comfort of Knowing Your Family’s Future is Safe.

We are sensitive to the needs of our elderly and those who are unable to handle their affairs because of valid reasons. We proactively plan for, analyze, and resolve complex tax strategies linked to estates, trusts, gift tax, and income tax.

Call Us Today!

If you are interested in creating holistic financial planning for you, we encourage you to give us a call to schedule a no-obligation, initial consultation with us. Call us today to learn more about our financial planning services.

GamePlan Financial proudly serves all families and individuals in Topeka, Kansas, and the surrounding areas.