Name: Windward Private Wealth Management
Address: 2101 Burlington Street, North Kansas City, MO, 64116
Price range: $$

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Expecting to Inherit?
Why GRATs can be GREAT
Veterans Benefits
Giving Wisely and Well
Inheriting an IRA
DIY Estate Plans
Trust Me
Understanding Probate
Charitable Giving
Being a Financial Caregiver

Helping Parents with Finance
Avoiding Probate
Special Needs Trusts
Life Insurance Mistakes
Creating a Will
Record Retention
Loaning Children Money
Will vs Trust

These articles present generalized overviews of current law as understood. They do not represent investment, legal or tax advice. For personal advice, consult your investment adviser, attorney or tax adviser.

If you have any questions about the Wealth Transfer Planning Waypoints...