Estate planning covers more than just the distribution of your estate to your heirs – it is a process designed to identify the best way to accumulate, preserve, and mitigate risk to your wealth.

An important part of any wealth strategy is to effectively and efficiently transfer and preserve assets while minimizing tax liability and court costs.

We work side by side with you, and your other professional advisors, to coordinate estate planning services to help meet your unique estate planning goals.

Stifel does not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.