Even in your absence, your provisions for your family need not alter
Estate Planning and Family Protection

At St. Louis Financial Planners, we work closely with legal advisors to tailor estate planning and family protection services to ensure your assets are managed and transferred according to your wishes, while safeguarding your loved ones from unforeseen events. Our comprehensive approach addresses the essential aspects of estate planning and personal protection, giving you peace of mind and security for the future.

Estate Planning

Proper estate planning is crucial for securing your legacy and ensuring your assets are passed on as you intend. Our estate planning services focus on three key issues:

  • Maximizing Assets Passed Down: We work diligently to help you maximize the value of the assets you pass down to your heirs. Through strategic planning and asset management, we aim to enhance your estate’s worth, ensuring your loved ones receive the maximum benefit.
  • Controlling How Assets Are Passed Along: Our estate planning strategies provide you with control over how your assets are distributed. We help you establish clear directives to ensure your assets are transferred according to your wishes, protecting your beneficiaries and preserving family harmony.
  • Simplifying the Transfer of Assets: We simplify the asset transfer process for your designated survivors and beneficiaries. We ensure that all legal and financial aspects are meticulously handled, reducing the burden on your loved ones during a challenging time and ensuring a smooth transition.

Family Protection

Unforeseen events can have a significant impact on your family’s financial stability. At St. Louis Financial Planners, we prioritize family protection by thoroughly reviewing all personal and company-sponsored insurance programs to confirm that appropriate coverages are in place. Our family protection services include:

  • Comprehensive Insurance Review: We conduct an in-depth review of your existing personal and company-sponsored insurance policies to ensure they provide adequate coverage. This includes life insurance, health insurance, disability income insurance, and more.
  • Customized Protection Plans: Based on our review, we develop customized protection plans tailored to your family’s specific needs. Our goal is to ensure that you have the right coverage to protect against unexpected events, safeguarding your family’s financial future.
  • Ongoing Support and Monitoring: Family protection is an ongoing process. We continuously monitor your insurance coverage to ensure it remains aligned with your changing needs and circumstances. Our proactive approach helps you stay protected as your family grows and evolves.

Preserve a plan for your loved ones.

We assist in the creation of:

  • Trusts
  • Wills
  • Durable Power of Attorneys
  •  Medical Directives
  • Beneficiary Deeds

All with a goal of the avoidance of probate and the proper distribution of assets to your loved ones and heirs.

Contact St. Louis Financial Planners Today

For expert estate planning and family protection services, contact St. Louis Financial Planners. We are here to help you secure your legacy and protect your family. Email us or call (636) 532-3900 to schedule a consultation.

St. Louis Financial Planners – Your partner in securing a bright and secure future for your family.