---
title: Legal & Financial Planning — Estate Planning Basics & Contact Info
scope: TODO_SCOPE
covers:
- trust
- able
- guardianship
- estate
not_covered: []
sources:
- 20230219_Casey_Connealy_Estate_Planning
- 20250921_Assured_Trust_Legal_Tools
- 20221120_Ivailo_Grigorov_Financial_Planning
- 20260719_Tyler_Davidson_Financial_Picture
last_updated: '2026-07-19'
token_estimate: 391
parent: https://fwmparents.org/resources/legal-financial-planning/index.md
---

# Legal & Financial Planning — Estate Planning Basics & Contact Info

- [Contact Casey Connealy](https://www.midwestestateplan.com/contact-us/) — *[Casey Connealy, Feb 2023](https://fwmparents.org/sessions/20230219_Casey_Connealy_Estate_Planning/notes.md)*

- [Assured Trust Company](https://assuredtrustcompany.com/) — *[Assured Trust, Sep 2025](https://fwmparents.org/sessions/20250921_Assured_Trust_Legal_Tools/notes.md)*

- **Contact Information (Ivailo Grigorov):** — *[Ivailo Grigorov, Nov 2022](https://fwmparents.org/sessions/20221120_Ivailo_Grigorov_Financial_Planning/notes.md)*
    - Email: ivailo.grigorov@nm.com
    - Phone: 913.748.0662
    - Cell: 913.485.6190
    - Fax: 913.362.1215

- Thanks to Carlye for putting us in touch with Ivailo. — *[Ivailo Grigorov, Nov 2022](https://fwmparents.org/sessions/20221120_Ivailo_Grigorov_Financial_Planning/notes.md)*

- **Contact Information (Tyler Davidson, CFP®, ChSNC®, Cornerstone Wealth Management):** — *[Tyler Davidson, Jul 2026](https://fwmparents.org/sessions/20260719_Tyler_Davidson_Financial_Picture/notes.md)*
    - Office: (913) 766-9924
    - Email: TDavidson@CKCWealth.com
    - Web: [www.CKCWealth.com](https://www.ckcwealth.com/)

---

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