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Evan HennessySenior Vice President/Investments

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Estate & Tax Planning Services

At Stifel, we recognize that proper estate and tax planning are crucial to pursuing financial success. We also recognize that the estate and tax planning processes can seem complicated and overwhelming.

Article

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2023 Estate and Gift Tax Highlights

This article covers exemptions, deductions, and more estate and gift tax highlights.

Article

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The Executor's Guide to Estate Administration

An executor's guide to estate administration after death of a decedent.

Article

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iPlanning: Estate Planning in the Digital World

With society firmly entrenched in the digital world, just about everyone has digital assets. What happens to all of these digital assets when the owner dies?

Article

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The Basic Documents for Estate Planning

Learn about some of the basic documents used for estate planning.

Article

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