Investment Insights Blog | Plancorp | Estate Planning

How to Use GRATs to Transfer Wealth to Beneficiaries Tax-Free

One of our most important responsibilities is helping clients achieve financial independence. We love when we can tell them they have enough money to do whatever they want for the rest of their lives. But that milestone is hardly the end of the wealth management process. The next question we like Read more…

Financial Advisor: Sara Gelsheimer on Helping Clients Reduce Taxes And Fears

Sara Gelsheimer, Senior Wealth Manager out of our St. Louis office had the opportunity to sit down with Jerilyn Klein Bier, of Financial Advisor. Sara shared her experience helping a client organize their financial life, save money on taxes, and have meaningful conversations about passing on wealth Read more…

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