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Estate Planning & Wealth Transfer

Safeguarding Your Family’s Future

We understand that estate planning can be complicated. It is not an exact science and it requires professional direction. We provide guidance, perspective, and counsel to manage the complex issues associated with estate planning and wealth transfer.

While your specific estate planning needs can vary based on several factors, such as your age, health, wealth, and goals, nearly everyone can benefit from having a structured, well-designed estate plan in place.

Savant’s in-house team includes a roster of attorneys and other financial professionals who specialize in the intricacies of estate planning. They provide valuable guidance and perspective to manage the complex issues associated with estate planning and wealth transfer.

How Savant Will Assist You

Potential Issues

Complexity

Family Conflict

Conflicted Advice

Shortage of Time

Our Approach

We Help Align Your Vision and Values

We Create Structures & Strategies for Advantageous Outcomes

Potential Benefits

Reduced Financial Risk

Reduced Tax Liability

The Importance of a Structured Plan

It can be especially important to have a structured plan in place when you fall into any of these categories:

  •  You want to delay distribution of wealth to your heirs
  •  A second marriage exists for one or both spouses
  •  You are a business owner
  •  There are one or more charities you wish to provide charitable gifts
  •  You have children who are minors or have special needs
  •  Your estate is valued at more than the federal gift and estate tax applicable exclusion amount, or your state’s death exclusion amount