Chris Kerckoff, President of Plancorp, explains the Grantor Retained Annuity Trust, an advanced estate planning technique that provides for the transfer of potential growth on assets without incurring additional estate or transfer taxes.
Chris Kerckoff, President of Plancorp, explains the Grantor Retained Annuity Trust, an advanced estate planning technique that provides for the transfer of potential growth on assets without incurring additional estate or transfer taxes.
When it comes to estate planning, most people want two things: to keep as much of their wealth as possible in the family and to avoid paying Uncle Sam more than necessary.
Read more...For high-income earners, wealth accumulation is just one part of the equation you should focus on. There is so much that goes into strategic planning to achieve proper and successful legacy planning..
Read more...A QTIP may sound familiar, but this isn’t for your ears. However, it may be good for your blended family.
Read more...Plancorp started with a unique philosophy: Always put your clients’ interests ahead of your own, and you’ll build a successful business. That was in 1983, but the sentiment still drives every decision we make. After 40 years of helping individuals, families and business owners plan for financial independence, our commitment to serving as financial life advocates is stronger than ever. More »
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