Wescoat Wealth Management

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Wescoat Wealth Management is a comprehensive wealth management firm dedicated to serving our clients with respect, gratitude and integrity using strategic planning for all seasons of life.

Trump Accounts are a new type of tax-advantaged savings account for children, created by the One Big Beautiful Bill Act ...
09/04/2026

Trump Accounts are a new type of tax-advantaged savings account for children, created by the One Big Beautiful Bill Act of 2025. Think of them as a cross between a traditional IRA and a 529 plan - held in the child's name with a parent or guardian as custodian, with no requirement that funds be used for education or any other specific purpose.

Reacting to market news means making immediate decisions driven by emotion. Responding means taking in new information, ...
09/02/2026

Reacting to market news means making immediate decisions driven by emotion. Responding means taking in new information, evaluating it against your plan, and acting only if a change is genuinely warranted. Most financial news doesn't require a portfolio decision - but it often triggers one anyway.

People naturally treat money differently depending on where it came from or what they've designated it for, a tendency c...
08/31/2026

People naturally treat money differently depending on where it came from or what they've designated it for, a tendency called mental accounting. This can lead to suboptimal decisions, like keeping cash in a low-yield account while carrying high-interest debt.

For business owners whose company represents a substantial share of their net worth, a current valuation can be an impor...
08/28/2026

For business owners whose company represents a substantial share of their net worth, a current valuation can be an important input for estate planning, buy-sell agreements, and gifting strategies. Regular professional valuations can also provide a documented basis for evaluating planning decisions and tracking changes in the business’s value over time.

Owning property or spending significant time in multiple states can create unexpected state tax obligations, particularl...
08/26/2026

Owning property or spending significant time in multiple states can create unexpected state tax obligations, particularly in high-tax states with aggressive residency rules. Documenting where you actually live and maintaining clear records of time spent by state is increasingly important.

The sale of a closely held business can involve capital gains taxes, ordinary income treatment for certain assets, and p...
08/24/2026

The sale of a closely held business can involve capital gains taxes, ordinary income treatment for certain assets, and potentially state-level taxes. Advance planning around the transaction structure—including the assets being sold and the timing and form of payments—can influence the resulting after-tax proceeds.

A donor-advised fund allows a donor to make a charitable contribution and generally claim the associated deduction when ...
08/20/2026

A donor-advised fund allows a donor to make a charitable contribution and generally claim the associated deduction when the contribution is made, while recommending grants to eligible organizations over time. It can be useful during a high-income year when a donor wants to concentrate charitable contributions for tax purposes without immediately selecting the ultimate recipients.

Front-loading up to five years of annual gift tax exclusions into a 529 plan can accelerate education funding while pote...
08/18/2026

Front-loading up to five years of annual gift tax exclusions into a 529 plan can accelerate education funding while potentially reducing the donor’s taxable estate. For families with multiple grandchildren, this approach can support both education funding and broader wealth-transfer objectives, subject to applicable gift-tax rules and elections.

As investment portfolios grow, the cumulative tax impact of dividends, capital gains, and other distributions can become...
08/15/2026

As investment portfolios grow, the cumulative tax impact of dividends, capital gains, and other distributions can become increasingly significant. Thoughtful tax-location strategy—determining which investments are best suited for taxable, tax-deferred, or tax-free accounts—can become more valuable as portfolio size and tax exposure increase.

High-net-worth individuals often have significant wealth tied up in real estate, business equity, or illiquid investment...
08/13/2026

High-net-worth individuals often have significant wealth tied up in real estate, business equity, or illiquid investments. Understanding the distinction between what you own and what you can access quickly is an important part of sophisticated financial planning.

Address

206 Main Street Suite C
New Madrid, MO
63869

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30am
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4pm

Telephone

+15737486161

Website

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