Estate Planning Essentials Even If “Death Tax” Is Eliminated

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Stifel’s culture fosters a dedicated focus on our Financial Advisors and their clients.  To explore more of Stifel we are sharing our client-approved Fall 2016 Wealth Planning Newsletter.  Many clients are seeking ways to meet their philanthropic goals while maximizing tax benefits. There are a variety of charitable giving strategies available at Stifel, including donor-advised funds, pooled income funds, charitable remainder trusts, and private foundations. Although they all provide both income tax and estate tax benefits, each of these strategies is unique.

Stifel is attracting Financial Advisors that want to be associated with an entrepreneurial full service wealth management firm that is not owned by a bank.  Please review our capabilities at ChooseStifel.com, have a cup of coffee with a local branch manager or visit St. Louis to meet the C-Suite Team.  We look forward to serving you and your clients!

Screen Shot 2016-06-21 at 11.25.42 AMJohn Pierce Stifel Signature

 

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