Excelsior Springs Office

1600 Rainbow Boulevard,

Excelsior Springs, MO 64024

Financial and Estate Planning

Financial and Estate Planning

Financial Planning

Family WealthCare Center is focused on providing more than just investment selection and retirement planning. We offer different levels of financial planning. If you are interested please look at the different services that are offered. 

At Family WealthCare Center we utilize the planning software RightCapital.

Click here to create your free RightCapital account.

Initial consultations are free and no obligation .

Estate Planning

Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.

A Brief History of Estate Taxes

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.
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Estate Management 101

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
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