The WKCF offers a program called Legacy Planning at no cost. This service is for anyone who desires a trouble-free, inexpensive estate transfer from one generation to the next in addition to more complex estate plans including farm and business transition. Estate and gift planner Joshua Howard, J.D., of Clark, Mize & Linville Chartered out of Salina conducts the Foundation's Legacy Planning program. Josh can help design a comprehensive personalized plan to carry out your wishes, provide successor management of an estate and distribute assets, including charitable provisions, all while working to ensure the transfer of assets is as efficient as possible. Appointments occur once a month, with most plans utilizing, on average, three to five appointments. During this time, appointments are being conducted via Zoom conferencing. This process is free thanks to sponsorship of the program provided by Commerce Trust Company and the Western Kansas Community Foundation.
Download the PDF
For more information on Legacy Planning or to schedule an appointment, call the Foundation office at 620-271-9484.