Your life and your dreams go beyond money — they also involve your values and philanthropic goals.
We’ll work to understand your family history and how your estate plan fits into your comprehensive financial plan.
Your estate plan is uniquely yours and focused on ensuring future financial success for you and your family.
Estate planning involves mapping how your property and assets will be divided after death. Estate planning is one portion of Plancorp’s comprehensive wealth management services, and we can help tie it all together.
Working with a wealth manager will ensure all components of your financial plan are included in your estate plan, including tax strategy, business succession, trust details, and more. Your estate plan will also minimize the tax burden on anyone who inherits your assets.
Read on: What You Need to Know about Estate Planning
Without an estate plan, your family only has vague ideas on how you’d like your assets to be handled and assets can be at risk of being subject to undue tax liabilities, reducing the benefit of what is designed to be a gift to the next generation. Working with a wealth manager to finalize your estate plan will ensure all the elements of your financial plan are included.
An estate plan provides clear instructions as to who will receive your property and when and how it will be received. It may also name legal guardians for your minor children or outline your wishes for transferring your business.
Book time with a professional on our team who understands how estate planning factors into your larger financial goals. In a brief 15-minute phone call, you can ask any burning questions and get a simple breakdown of what wealth management can do for you.
