Savant Wealth Management
Loading Events

« All Events

  • This event has passed.

The Ideal Estate Plan for Retirees

February 9 @ 11:00 am 12:00 pm CST

Entering retirement represents a significant life transition. With so many changes, it’s important that your estate plan is updated and properly structured for your next chapter.

We’ll discuss:

  • How to ensure your agents within your advance directives can effectively and efficiently administer your affairs in the event of your incapacity.
  • Simple rules and guidelines for tax-efficient transfer of tax-advantaged retirement accounts.
  • Fail-safe distribution and asset protection techniques for a surviving spouse.
  • Creating the ideal legacy-focused plan for your heirs, legatees, and community.

Zoom Webinar