A Strong Estate Plan Creates Peace of Mind

Estate Planning in Clearwater, KS

Estate planning is the best way to take care of the people you love—even when you’re not around to do it yourself. At Advanced Legal Planning, we help Clearwater families build trust-based estate plans that protect assets, simplify transitions, and ensure your wishes are honored.

Whether you’re planning for the first time, updating a will, or trying to protect family property from long-term care costs, we’re here to guide you through a plan that actually works.

Why Clearwater Families Use Trust-Based Planning

A revocable living trust helps you avoid probate and creates a smoother process for the people you leave behind. Trust planning can:

  • Avoid probate court delays and expenses

  • Keep your financial matters private

  • Ensure continuity if you become incapacitated

  • Protect beneficiaries with sub-trust structures

Learn more about your options on our Trusts page.

Estate Planning Overview
Estate Planning Overview

Wills Are Still Essential

A will is still necessary because it allows you to:

  • Name guardians for minor children

  • Transfer assets not included in the trust

  • Serve as a legal safety net for your plan

Visit our Wills page to learn how it strengthens your trust plan.

Additional Planning Tools

Clearwater clients often benefit from these added protections:

  • Financial Power of Attorney – Allows someone to handle banking and legal matters.

  • Healthcare Power of Attorney – Avoids court involvement during medical emergencies.

  • Special Needs Trusts – Protect eligibility for government benefits while supporting loved ones.

  • Asset Protection Planning – Helps safeguard wealth from lawsuits and long-term care costs.

Visit our full Estate Planning Overview.

Estate Planning Overview
Estate Planning Overview

Common Mistakes to Avoid

We frequently help families fix issues caused by:

  • Leaving real estate outside the trust

  • Failing to update estate documents for years

  • Naming minors directly as beneficiaries

  • Relying only on beneficiary designations

Explore our Estate Planning Blog for tips and guidance.

FAQs from Clearwater Families

Do I need both a will and a trust?

Yes. A trust avoids probate and handles asset distribution, while a will is necessary for guardianship and non-trust assets.

Can I include my home in my trust?

Yes. Your home should be titled in your trust to ensure it avoids probate.

How often should I review my plan?

Every 2–3 years or after major life changes.

Can I protect assets from long-term care costs?

Yes. Strategic planning can help preserve assets while planning ahead for Medicaid eligibility.

Serving Clearwater and Nearby Communities

We work with families throughout Clearwater and surrounding Kansas communities. Our offices are located in Derby and Wichita:

Derby Office: 111 N. Baltimore Ave, Derby, KS 67037
Wichita Office: 10300 W Central Ave, Wichita, KS 67212

Ready to Take the Next Step?

Schedule a free consultation to begin building a plan that protects your family and your future.

Want to hear real Kansas client stories? Visit Story Time with Mark.

At Advance Legal Planning, we believe long-term care shouldn’t mean losing everything. Our dedicated team helps families navigate Medicaid and estate planning, ensuring you can protect your home, savings, and future—without the confusion or stress.

Get In Touch

Call (316) 252-2233 for Professional Medicaid & Estate Planning

Derby Office

111 N. Baltimore Ave Derby, KS 67037

Mon – Fri 9am to 5pm

Sat & Sun – Closed

Wichita Office

10300 W Central Ave Wichita, KS 67212

Mon – Fri 9am to 5pm

Sat & Sun – Closed

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