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December 15, 2023

Estate Planning Basics White Paper

by: Savant
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Estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to your goals and objectives. Your particular estate planning needs will depend on your age, health, life stage, goals, the types of assets you own, level of wealth, and many other factors.

Who Needs Estate Planning?

The short answer is that everyone needs an estate plan to some degree, whether you are a retiree planning for the distribution of your assets at death, have substantial wealth and are interested in minimizing estate and income taxes, or are a young professional accumulating assets but wanting to provide for your family in the event of your disability or death.

Topics Covered in This White Paper:

  • What is Estate Planning?
  • Who Needs Estate Planning?
  • The Estate Planning Process
  • Basic Estate Planning Strategies
  • Implementing Your Estate Plan
DOWNLOAD THE WHITEPAPER

About Savant Wealth Management

Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients for over 30 years. As a trusted advisor, Savant Wealth Management offers investment management, financial planning, retirement plan and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.

©2023 Savant Capital, LLC dba Savant Wealth Management. All rights reserved.

Savant Wealth Management (“Savant”) is an SEC registered investment adviser headquartered in Rockford, Illinois. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy, including the investments and/or investment strategies recommended and/or undertaken by Savant, or any non-investment related services, will be profitable, equal any historical performance levels, be suitable for your portfolio or individual situation, or prove successful. Please see our Important Disclosures.

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