Customized for families, Stifel’s estate and tax planning professionals can review your existing estate planning documents and tax returns, identifying areas for consideration and discussion with your legal and tax professionals that may reduce federal estate taxes, probate fees, and other tax liability. Discussion points may also involve your plan for transferring your estate to your intended heirs and establishing beneficiary designations. Stifel’s estate and tax planning professionals are available to work with your attorney, CPA, trust officer, and Stifel Financial Advisor to help ensure that all of your planning is in order.
Stifel does not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.
