Start Your Estate Planning Journey with Trusted Advisors

Estate Planning Professionals

• One of the best things you can do to ensure the success of your estate plan is to assemble a team of qualified professionals to assist you.
• Three people you should add to your estate planning team are:
  • A Financial Advisor
    • A financial advisor provides guidance based on your financial goals.
    • Read more about financial advisors here.
  • Estate Planning Attorney
    • An estate planning attorney drafts all the critical documents needed in your estate plan.
    • They handle your will, trust, advanced medical directive, and durable powers of attorney.
      • Read more about durable power of attorney on our blog.
    • A Tax Professional
      • A tax professional can help you and your family interpret the complexity of state and federal tax laws, so you can accomplish your goals while minimizing taxes.
      • They also ensure that all tax filings are properly turned in.

Plan Your Estate with Plancorp

Working with Plancorp means working with a financial life advocate who dedicates their time to providing a personalized financial planning and investment experience that’s focused on your unique goals.

Estate Planning comes with a lot of different financial decisions. Here are some of the ways we help:

• A Financial Roadmap: Our comprehensive financial planning includes a customized roadmap to help you make smart money decisions and solidify your financial future without having to worry about potential, “what if’s?”
• Intelligent Investments: We take the guesswork out of investing by applying a data-driven approach to help you accomplish your goals. By leveraging the latest research, our investment team seeks to optimize your investments to give you the greatest chance of success.
• Advanced Planning: We take great pride in our ability to offer proactive advanced planning strategies. We can work with you to minimize taxes, fulfill philanthropic goals, exit or transition from your business, or plan for a multi-generational wealth transfer.

It’s never too early to think about your estate plan or build your team. If you need help finding a financial advisor, you can read more about what it’s like to work with Plancorp here.

Income Tax Planning

A paycheck is only as good as its ability to help you reach your goals.

By making tax-smart decisions and putting money in the right buckets, you can maximize your income's ability to work for you. We'll discuss your goals for your retirement, loved ones and the causes you care about to make sure you're prioritizing your financial decisions appropriately. 

Retirement Planning

Life after retirement looks different for everyone. Whether your vision is to downsize and travel the world, buy your dream home, spend more time with your family or even start a new career, it's important to know that end goal up front so you can work toward it.

We'll work with you to define what is most important to you, so we can create the right roadmap to help you get there. Then, we'll proactively monitor that plan as needed to make sure you end up where you want.

Insurance Planning

Accidents happen not only on the job but also at home – and illness can strike anyone. Our insurance planning can uncover and fix holes to create a comprehensive financial plan. 

Charitable Giving

It might shock you just how many planning strategies there are to help you reach your philanthropic goals. By understanding what's most important to you, we can help you leverage the right vehicles at the appropriate times to make the most powerful impact.

We'll also weigh options that will allow you to see your wealth working for the greater good—today.

Equity Compensation

Equity compensation can be one of the most important benefits you receive during your career. You’re not only getting a reward for your talent and hard work, you’re getting an asset that can help build long-term wealth. But the value of that benefit depends on more than just the performance of your company’s stock.

Thoughtfully managing key decisions involved with equity compensation — especially those related to taxes — can make a big difference in how much you ultimately gain.