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Guidelines for Sound Estate Planning in the New Normal

As we continue to shelter in place and work from home, now is an ideal time to tackle your financial affairs and make sure they’re organized and up-to-date. In this on-demand video, you’ll learn tips for estate planning in this “New Normal” from professionals who navigate estate planning and related challenges with families every day.

You’ll learn:

  1. How to efficiently organize your affairs for your heirs
  2. How to take advantage of virtual teams and virtual processes
  3. How to plan for incapacity
  4. How to review your estate’s distribution objectives
  5. How to minimize your income tax bill and provide asset protection (for your children, grandchildren, and other heirs)

In just under an hour, Savant’s Director of Private Trust Andrew Welp, JD, CPA, and Savant’s Director of Wealth Transfer Dominick Parillo, CFP®, will also walk you through:

  • Passwords, digital assets, and other often-forgotten elements of a sound estate plan
  • Leaving a letter of instruction or an ethical will statement
  • The importance of having proper powers of attorney in place
  • Identifying the best person to name as your trustee
  • Power of Attorney for Healthcare vs. Living Will
  • When assets belong in a Trust
  • And more!

About Savant Wealth Management

Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients for over 30 years with more than $7 billion in assets under management. 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.

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Savant Wealth Management is a Registered Investment Advisor. Different types of investments involve varying degrees of risk. Savant’s marketing material and/or rankings should not be construed by a client or prospective client as a guarantee that they will experience a certain level of results if Savant Wealth Management is engaged, or continues to be engaged, to provide investment advisory services nor should it be construed as a current or past endorsement of Savant Wealth Management by any of its clients. Please see our Important Disclosures.