Wealth Management | Plancorp | Estate Planning (3)

The Right Estate Plan for Your Life Stage

As a former estate planning attorney, this important aspect of financial planning has always been on my radar. But, I tend to be the exception to the rule. The vast majority of people simply don’t think about creating an estate plan; it just doesn’t seem relevant or at the least not pressing. Read more…

How to Avoid Costly Estate Planning Mistakes

For day two of National Estate Planning Awareness Week, do yourself a favor: get these five documents in place. They could save you from costly estate planning errors down the road. Read more…

It’s National Estate Planning Awareness Week

In honor of National Estate Planning Awareness Week, which kicks off today, Plancorp is bringing you daily content, tips and resources regarding this crucial aspect of financial planning. Unfortunately, as essential as estate planning is, an estimated 56 percent of Americans do not have up-to-date Read more…

Can You Reduce Your Estate Tax Bill in 2016?

Tax professionals have been expecting the IRS to limit valuation discounts for some time—and that day has finally come. Read more…

5 Estate Planning Documents You Need

Estate planning is a little different for everyone. While you are alive, the estate planning process allows you to manage and preserve your assets. At death, your estate plan allows you to conserve and control their distribution after your death according to your goals and objectives. Read more…

Chris Kerckhoff, President, Discusses Advanced Estate Planning Techniques

Read more…

1 2 3