Everybody Needs an Estate Plan.

Estate planning isn’t just for wealthy people. Anyone with a family or assets to protect can benefit from an estate plan. Think of it as a guide to help your loved ones carry out your last wishes. Having an estate plan can help you communicate your funeral plans, protect minor children, specify how your assets should be distributed, or help your favorite charity. It can also help protect your family from an undue tax burden.

Unsure how to start? Savant has you covered with A Beginner’s Guide to Estate Planning. Learn the building blocks you need and how to work with your financial advisor to create and implement your plan.

We typically work with clients who have at least $750,000 in assets. That said, we also consider partnering with individuals and families who expect significant growth potential from a future inheritance, career trajectory, or other expected financial gains.

Download your complimentary copy of A Beginner’s Guide to Estate Planning

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At Savant, we provide comprehensive wealth management tailored to align your vision, values, strategies, and investments. We take this commitment seriously because we understand that individuals who clearly define their financial priorities and goals are more likely to achieve long-term success.

Our holistic view ensures that we work alongside you year-round, continuously refining your financial strategies to stay aligned with your evolving goals. With Savant, we believe comprehensive wealth management means having a dedicated team focused on helping you confidently navigate your financial journey.