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2021 Top Estate Planning Strategies [Webinar]
May 12 2021 @ 1:00 pm – 2:00 pm CDT
We have all learned over the past year that life can change dramatically in an instant. As you look to the future, how will you know if you and your loved ones will be taken care of financially?
Creating an estate plan can help give you peace of mind and security for you and your loved ones. Learn the ins and outs of strategic planning.
This webinar will cover estate planning as it applies to the following:
- Working virtually
- Organizing your affairs
- Proposed estate tax changes in Washington
- Capital-gains planning
- Planning for the distribution of retirement assets
- Avoiding Probate
Whether you have an estate plan or would like to create one, you won’t want to miss this discussion with Mike Cyrs, Senior Director of Wealth Transfer and Dominick Parillo, Director of Wealth Transfer at Savant Wealth Management .
Can’t attend? Sign up anyway, and a link of the recorded presentation will be sent to all who register.
Register for This Webinar
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Meet the Speakers
Mike has over 20 years’ experience as a private attorney concentrating on complex estate and business succession planning, charitable planning, and advising clients regarding all types of trusts and estate administration.
Dominick earned a JD degree from the Antonin Scalia Law School. He focuses on estate planning and wealth transfer strategies for high net worth families and business owners and advises clients on all facets of trust and estate administration.