Estate Planning Strategies
Stifel offers two types of estate planning review services:
- Customized Estate Advisor Plan: An in-depth estate advisor plan, through Stifel’s Wealth Planning group, can be a great planning tool if you have a large or substantial estate or desire a thorough analysis and visual synopsis of your estate plan. By discussing estate planning objectives and looking at insurance, property titling, gifting strategies, and charitable bequests, we provide areas for consideration and discussion with your legal and tax professionals that may reduce federal estate taxes and probate fees. We and the Fishbein Wealth Advisory Group will work with your attorney, CPA, and trust officer to help ensure that all of your planning is in order.
- Executive Review: If your estate plan is simply out of date or you wish to address a specific topic, you may not need us to conduct a comprehensive written review of your estate plan. Instead, we will discuss the matters of primary importance to you and provide guidance and direction for your consideration. The same documents are needed for this review, along with details about you and your financial picture provided by Fishbein Wealth Advisory Group.
- Stifel Wealth Strategist Report® and signed Client Agreement.
- Estate planning documents, including wills, trusts, durable powers of attorney, health care powers of attorney, and living wills. Any other miscellaneous estate planning documents, such as special needs trusts or irrevocable life insurance trusts.
- Life insurance policies with most recent statements, including any group insurance coverage, if still employed.
- Most recent statements from outside investment firms and banks, types of accounts, including IRAs and qualified plans or TOD (transfer on death)/POD (payable on death) accounts, how they are titled, and beneficiaries.
- Most recent variable or fixed annuity statements.
Stifel does not provide legal or tax advice. You should discuss your particular situation with your professional legal and tax advisors.