While Stifel does not provide legal advice, we can work closely with our clients’ attorneys to assist in the review and design of your estate plans. Additionally, through the use of our in-house estate planning professionals, we can provide an analysis of your current plan to help ensure you are taking advantage of current federal and state laws and provide suggested items for discussion with your attorney. Lastly, we can help you pursue your philanthropic endeavors through the use of foundation, endowment, and donor-advised funds (DAFs).