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Is Estate Planning Still Necessary?

July 21, 2014 by changescapeweb

Over the past several years, Congress has proposed scenarios in which the estate tax is reduced or repealed; however, Washingtonlawmakers are unable to come to an agreement on the issue. In spite of this uncertainty, it is important for individuals to understand how the potential changes may affect their estate planning, so that they are ready to respond […]

Filed Under: Estate Planning

Estate Planning and the Importance of Drafting a Will

July 21, 2014 by changescapeweb

Often, the prospect of writing a will brings up feelings of discomfort. And yet, devising a will is one of the most important factors in estate planning, one that should promote feelings of security. Doing so means that heirs will be provided for and your distribution wishes will be met. Like many people, have you […]

Filed Under: Estate Planning

Estate Planning for Lifetime Partners

July 21, 2014 by changescapeweb

There have been some distinct changes in the American cultural and sociological landscape in recent years. Among them is the increasing number of unmarried couples living together. This trend has spawned some difficult and complex estate planning challenges for the individuals involved. This article provides a brief look at some of the more common estate […]

Filed Under: Estate Planning

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by phone: 636-946-0001
by fax: 636-946-4782
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ST. CHARLES FINANCIAL SERVICES, LLC
571 Jefferson St.
St. Charles, MO 63301

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Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way, Cincinnati, Ohio 45242 (513) 794-6794. Investment Advisory Services offered through O.N. Investment Management Company. St. Charles Financial Services, LLC, is not a subsidiary or control affiliate of either The O.N. Equity Sales Company or O.N. Investment Management Company.

Representatives are licensed to offer insurance and annuities in MO, IL, MA, CA, KY, VA, AL, OK. This website is not intended for residents of other states.

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Monday - Friday
8:30 a.m. - 4:30 p.m.

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