Chris Kerckhoff, President, Discusses Advanced Estate Planning Techniques

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 Plancorp team By: Plancorp team


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.

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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 35 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 »