There are several moving parts to consider when handling a loved one’s estate. Wealth transfer specialist Mary Beth Brummond provides a helpful overview of some of the tax filings that may be required.

Financial advisor Don Duncan discusses Savant’s integrated approach and how the 10 key planning areas work together to help clients work toward achieving their financial goals.

Our lives are constantly changing, but when was the last time you updated your estate plan to support your current situation? Andrew Welp, JD, CPA, discusses the importance of updating your plan and lists some life events that may trigger the need to update your documents.

While new parents initially plan for their child’s immediate needs, planning for the future is just as important. From setting up a college savings plan to naming a guardian in your will, here are a few things new parents should consider.

We recently hosted a webinar sharing guidelines for estate planning during this pandemic. Given the popularity of the event, we’ve summarized the top takeaways.

Benjamin Franklin’s famous quote, “Nothing is certain except death and taxes,” still rings true today. In fact, both death and taxes come into play when applied to the federal estate tax. In this blog post, Mary Beth Brummond outlines how the election may affect estate tax legislation.

Hear the latest guidance and tips from professionals who navigate estate planning challenges with families every day.

In today’s environment, it’s critical to make sure that the health care directives in your estate plan are up-to-date and complete. Dom Parillo talks about your power of attorney for health care and why it’s important.

Andrew Welp reviews the challenges of naming a family member as a trustee and outlines an alternative: incorporating a corporate trustee.

Provisions in the SECURE Act may affect your estate plan. Dominick Parillo takes a closer look at the specifics regarding inherited IRA accounts.

Given the recent stock market decline, now may be an opportune time to take advantage of discounted gifting strategies. Dominick Parillo describes a few wealth transfer strategies you may want […]

With many of us working from home due to the COVID-19 virus, now may be the perfect time to get your financial affairs in order. Dominick Parillo shares a few easy things we can all do that won’t require a ton of effort.