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Estate Planning

Leave a Legacy Through Comprehensive Estate Planning

The process of estate planning can seem daunting without the right guidance. By partnering with St. Louis Retirement Advisors, you benefit from our wealth of experience assessing and understanding our clients' financial landscapes and future aspirations. We use this comprehensive picture as a blueprint for a plan to protect the fruits of your labor - and the people who matter most in your life.

Estate Planning Goals

When you meet with your advisor, we'll ask questions to help identify the goals of your estate plan. Common objectives for this process include:

Establishing trust accounts to reduce estate taxes

Designating beneficiaries for retirement accounts

Creating a durable power of attorney for asset and investment management

Decreasing the taxable estate with charitable giving

We can also help you name an executor for your affairs and a guardian for minor children or other dependents if applicable.

Understanding Your Estate: Critical Elements of an Estate Strategy

Establishing an estate strategy is crucial, yet many wait too long to put their wishes in writing. Use this helpful guide to review your estate strategy and start conversations with your loved ones, financial professionals, and legal team.

Personalized Guidance for You

When you work with St. Louis Retirement Advisors, you can count on your dedicated advisor for smart, straightforward guidance for building and distributing your estate. Reach out today to schedule an appointment to discuss your goals with us.

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