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Wealth Planning and Individual Services

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The Wealth Planning Team at Sandberg Phoenix understands the importance and responsibility of planning for individuals and families. We provide practical, cost-effective and innovative guidance on all aspects of individual and estate tax planning, business succession planning, financial planning, asset protection planning, risk management, retirement planning and family counseling. The goals you set are the ones we seek to accomplish.

You worked hard to get where you are. Don’t you want a team of talented people working just as hard to protect your accomplishments? At Sandberg Phoenix, our attorneys have been recognized for their excellence in the field of wealth planning and are dedicated to providing the highest quality client service at reasonable rates.

Our attorneys have served as faculty members at Washington University’s School of Law and Graduate Tax Program and at St. Louis University School of Law. Our Team members also regularly teach trust and estate courses for lawyers, accountants, financial advisors and families and have published books and articles on a wide variety of financial and estate planning topics. Our Wealth Planning Team has also authored several chapters in such prestigious publications.

Many of our attorneys are members of renowned organizations in the trust and estates arena, including:

  • American College of Trust and Estate Counsel
  • Five Star Wealth Management
  • Geneva Group International
  • Mackrell International
  • North American Elder and Special Needs Association

Customized Solutions

The Sandberg Phoenix Wealth Planning Team is dedicated to helping clients manage their finance and estate concerns from start to finish, providing individualized plans to suit the specific needs of every individual or family.

The firm’s comprehensive services include full wealth planning, preparation of estate plans, financial and healthcare powers of attorney, wills and revocable trusts. Many clients rely on Sandberg Phoenix’ expertise to guide them through complex matters such as insurance trusts, charitable planning, establishment of foundations and charitable remainder trusts, and lifetime gift planning, as well as other important matters such as the distribution of the estate and trust assets. Others rely on the firm’s team of attorneys to handle their corporate restructuring matters, business succession planning, buy-sell agreements, partnerships and disposition of business assets.

Sandberg Phoenix is devoted to helping clients garner the best price in the sale of a business; effect the smoothest possible transfer of a company to its next generation of ownership; and structure mergers and acquisitions to achieve a favorable level of tax liability for the client.

The Wealth Planning Team experts in the handling of special needs planning, including Medicaid and Social Security issues for disabled family members, helping to ensure their financial well-being throughout their lives

The practice group’s expertise also includes the preparation of prenuptial and postnuptial agreements, estate gift and fiduciary tax returns and deferred compensation agreements.

Even if your wealth planning documents have been drafted, changes may need to be made in order to accommodate updated regulations or inaccuracies. Download our handy “Did You Know” document to learn more about some tricky wealth planning hurdles that may affect how your estate is handled.

For more information, take a look at a few of our informational documents on services offered by the Sandberg Phoenix Wealth Planning Team, including:

Sandberg Phoenix also offers a full range of Fiduciary and Trust Litigation services. Visit the Fiduciary and Trust Litigation page for more information.

The Right Price

We believe that superior client service doesn’t have to break the bank. By distributing tasks among staff members according to client needs and efficiently handling each individual client’s needs, we are able to provide cost-effective, yet high quality service for all your wealth management and planning needs.

We also provide transparent and intuitive flat fee pricing, which can be customized to the individual needs of each client. The fee schedule has been developed based on our attorney’s years of experience and knowledge of the approximate number of hours required to complete each service. Should a client’s individual circumstances require significant customization, the fee schedule may not apply. In such situations, a Wealth Planning Team Member will be happy to provide a quote during the first meeting, which will be charged at the hourly rate for the corresponding attorney. Under certain circumstances, we may be able to offer a reduced hourly rate for the initial meeting or waive it altogether. If a client desires, the client may be charged on an hourly basis.

Download the Flat Fee Services Summary for more information on standard pricing. For more information on these services, please contact a member of the Sandberg Phoenix Wealth Planning Team.

Publications, Presentations & Seminars

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The information on this website is for general information purposes only. Nothing on this site should be taken as legal advice for any individual case or situation. This information is not intended to create, and receipt or viewing does not constitute, an attorney-client relationship. © 2016 Sandberg Phoenix & von Gontard P.C. All Rights Reserved. Sandberg Phoenix & Von Gontard P.C.is a law firm with a primary office located in Downtown St. Louis, Missouri. Website Hosted by St. Louis Web Hosting

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