Serving as the executor of a loved one’s estate comes with responsibilities that can seem overwhelming – from understanding the legal obligations to managing assets and distributing the estate. It is important for you to know what is expected of an executor or trustee and how you can help provide for smooth administration in the future. Watch Savant’s Wealth Transfer Team discuss common issues that can affect all families in this recorded webinar.
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.
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.
Being an executor is a difficult and time-consuming task, which is why it's important to make the process as easy as possible for the loved ones you leave behind. Preparing in advance not only helps you ensure the best outcome, but it also helps your executor feel confident that they’re acting in accordance with your wishes.
Don and Marjorie, both in their late 80s, decided to move closer to their daughter, Amy. Don’s health was declining fast and Amy knew she needed to understand her parents’ financial situation quickly. She reached out to a Savant advisor for help.