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.

Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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Exit Strategies of the Rich and Famous

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?
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