Tag: Estate Planning & Administration
Tax Filings after Death
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.
Comprehensive and Integrated Planning for Your Financial Future
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.
When to Revisit Your Estate Plan
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.
Financial Planning for First-Time Parents
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.
Tips for Estate Planning in a Pandemic
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.
How the Election May Affect Estate Tax Legislation
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.
Estate Planning in the New Normal | On-Demand Video
Hear the latest guidance and tips from professionals who navigate estate planning challenges with families every day.
Incapacity Planning During the Time of COVID
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.
Why Name a Corporate Trustee in Your Estate Documents
Andrew Welp reviews the challenges of naming a family member as a trustee and outlines an alternative: incorporating a corporate trustee.
The SECURE Act Changes the Way People Inherit Money – How Is Your Estate Plan Affected?
Provisions in the SECURE Act may affect your estate plan. Dominick Parillo takes a closer look at the specifics regarding inherited IRA accounts.
Wealth Transfer Opportunities Amid the Uncertainty of COVID-19
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 […]
Focus on Your Health, Wellness, and Family – but Don’t Forget Your Estate Plan
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.