• Skip to primary navigation
  • Skip to main content
  • Skip to footer

Premier Wealth

Premier Wealth Advisory Services

  • About Us
  • Sleep On It
  • Services
    • Financial Planning
    • Insurance
    • Estate Planning
    • Investment Management
    • Retirement Planning
    • Debt Reduction
    • Budgeting
    • Pricing
  • Who We Serve
  • Blog
  • Client Login
  • Start Here

Estate Planning

Have you considered your legacy? For many people, family and charity are high on the list of those who should benefit from their lifetime of work. However, Uncle Sam also wants a piece of the action. We are here to help you understand how your assets will be distributed under your current estate plan and existing tax law. Our team will work with your existing financial professionals to formalize your wishes to potentially minimize the administrative burden and to maximize the value distributed to the people and causes you cherish.

Do you want your former spouse to control the assets which are meant for your children? Without a simple will or trust, assets left directly to minor children will be controlled by the guardian of those children. Additional estate planning considerations include:

Medical Power of Attorney: Under HIPAA law, doctors are prohibited from discussing medical information without authorization.

Durable Power of Attorney: Necessary to direct the assets of an incapacitated individual without court approval.

Footer

Premier Wealth Advisory Services

16100 Chesterfield Parkway West
Suite 360
Chesterfield, MO 63017

Schedule A Free Consultation

Contact Us

Phone: (636) 532-7337

  • Copyright © 2023 Premier Wealth Advisory Services
  • Privacy Policy
  • Disclosures

CONTACT US

Reach out to us anytime and we will be happy to answer your questions. You can also schedule call here Gary Cassell

Close