Exceptional Client Care through Teamwork


The Team at Welch & Hawk Estate Planning Center

We work with a variety of accountants, financial planners, stockbrokers, and insurance professionals who want to see their good clients well served. We will be happy to meet with you personally to discuss how we might pool our expertise to better serve your clients. Please feel free to call our office at (573) 221-0080 to schedule an appointment or to speak with one of us.

If you want your clients to be incredibly well-cared for,
we provide:

  • Client Education
  • Client Understanding
  • Client Counseling
  • Cutting-Edge Estate Plan Design, including:
    • Individually Customized Designs
    • Client Participation in Design
    • Federal Estate and Gift Tax Planning
    • Continuing Trust Shares
    • Personal Protections for Family Members and Beneficiaries:
      • Remarriage Protection for Surviving Spouse
      • Divorce Protection
      • Creditor/Predator Protection
      • Spendthrift Protection
    • Multi-Generational Trusts
    • Stretch IRA Multi-Generational Retirement Planning
    • Business Continuation Planning
  • Written Trust Funding Strategies
  • Complete Trust Funding
  • Regular Estate Plan Updating
  • Advance Disclosure of All Costs (No Surprises)
  • Timely Service
  • Attorney Access Without Additional Charge
  • Peace of Mind







 

 

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