Legacy and Estate Planning

Do you have an "ATM Trust?"

Most estate plans end up being cash machines for beneficiaries. The average length of time that an inheritance lasts in the US is 3 years.

Let's talk about a way to add purpose and meaning for your beneficiaries and theirs.

If you've been to one of my seminars or talks, this is the place to ask your questions, get help or speak to me directly at no cost or obligation.

Phone Calls or Virtual Meetings

The Zoom App is a great way for us to have a great conversation, refer to different things in our records and throughout the web, and have a recording for future use.Don't want to download the app? No problem. There's a phone number for you to call into, and I can still share my screen with you if I have to.Having a bad hair day? Don't sweat it! We can always just talk on the phone, too. You decide what's most comfortable for you.

When You're Looking for Clarity

You'll get honest, advice from one or more Fiduciaries on our team. LifeStream is where people come whey they're finally finished with the 140 character soundbites, sensational headlines and conflicting "advice" offered by everyone and all the media around them. We base our recommendations on objective standards and the experience of experts in the fields you need most.

Chart Your Course

Come for the answers, stay for the questions. If it would be helpful to you, you'll get free access to our resource center and library of helpful videos and lessons on Investing, Health, Relationships, Estate Planning and more.

Email: [email protected]
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Important Disclosures

Please be aware of the following:


Important Legal Disclosures

Guy-Robert Porter, LLC (“GRP, LLC”) is a state licensed investment advisor located in Chesterfield, Missouri. GRP, LLC and its representatives are in compliance with the current registration and / or notice filing requirements imposed upon state licensed investment advisors by those states in which GRP, LLC is licensed. This website is not a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. This website is for informational purposes only. Information on this website should not be interpreted to state or imply that past results are an indication of future performance. Information on this website, including that which is obtained from unaffiliated third party sources, is believed to be reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. GRP, LLC does not make any representations or warranties, expressed or implied, as to the accuracy, completeness or relevance of any information contained on this website.

Trademarks

All Logos, trademarks and service marks identifying products or services of Guy-Robert Porter, LLC are proprietary to Guy-Robert Porter, LLC. Featured trademarks or logos of third parties belong to the respective owner identified herein and have given Guy-Robert Porter, LLC permission to use their logos or trademarks on our website.

Links

Guy-Robert Porter, LLC may from time to time provide hypertext or other links to sites that may be of interest to users. Guy-Robert Porter, LLC does not endorse, sponsor or promote any products or a service offered by such sites and has not passed on their merits of any information contained on such sites. Guy-Robert Porter, LLC assumes no responsibility whatsoever for any material outside GRP LLC’s web pages which may be accessed through such links. Guy-Robert Porter, LLC is not responsible for the privacy practices of third party sites.

Affiliations

Guy-Robert Porter, LLC is a member of the Purposeful Planning Institute, Family Office Exchange and the Family Wealth Alliance and receives standard membership benefits. Such organizations may, from time to time, refer prospective clients to Guy-Robert Porter, LLC for which no referral fees are paid to such organizations.

Disclosures

To ensure compliance with Treasury Circular 230, we are required to inform you that any advice concerning tax issues contained in this communication (including any attachments) was not intended or written to be used, and cannot be used, for the purpose of avoiding any penalties that may be imposed by any governmental taxing authority or agency.

Any performance quoted is past performance and is not a guarantee of future results.

Opinions and estimates offered constitute our judgment and are subject to change without notice, as are statements of financial market trends, which are based on current market conditions. We believe the information provided here is reliable, but do not warrant its accuracy or completeness. This material is not intended as an offer or solicitation for the purchase or sale of any financial instrument. The views and strategies described may not be suitable for all investors. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, accounting, legal or tax advice. References to future returns are not promises or even estimates of actual returns a client portfolio may achieve. Any forecasts contained herein are for illustrative purposes only and are not to be relied upon as advice or interpreted as a recommendation.