Broker Check


"Let our advance worrying become advance thinking and planning."
Winston Churchill

A common goal of many clients is the transference of wealth earned through a lifetime of hard work and sacrifice. At Stifel, we work closely with you and your other advisors to implement an estate transfer strategy that passes the assets that you have amassed over a lifetime on to the people that you wish to see benefit from your success. We will work with your tax advisor to develop a plan to possibly reduce your estate tax liabilities and your legal advisor, who will develop the written documents that are designed to accomplish the goals you set out to achieve. Regardless of the size of your estate, we can help you develop a strategy that best fits your desired outcome.

What size of estate will you have?
What is the difference between an estate and a trust?
What documents will you need?
When do you need to start a plan?
Is a will sufficient to accomplish your goals?
How can your state of legal residence become the primary determiner of your assets?
What is a successor trustee and how can that help you?
What special issues face same-sex partners?