There are several moving parts to consider when handling a loved one’s estate. A final individual return and an estate or trust return (or both) are often required. Common tax returns required after death are conveniently summarized in this blog post.

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.

Whether your estate plan takes the form of a last will or a trust, the directives within the documents can only work as designed when the written plan coordinates with title and beneficiary designations on your underlying assets.

Whether or not you consider yourself to be wealthy, having an estate plan and up-to-date beneficiary designations can help increase your peace of mind – and that of your heirs after your death.

In this recorded webinar, our financial advisors discuss several strategic ways to make a difference all year ‘round through charitable gifting. Learn how to create a gifting strategy that not only supports your favorite causes but also helps create tax efficiencies to save you money.

In this recorded webinar, hear from our team of tax and estate professionals as they recap the proposed and enacted legislative changes made in 2021, and provide you with some optimal year-end planning strategies to help better prepare you for the upcoming tax season.

What happens when your estate includes family heirlooms, china, jewelry, or family vacation homes? A little forethought can make the difference between leaving your executor with a nightmare and leaving grateful heirs with a treasured legacy.

A simple estate plan for your young adult will give you and your child peace of mind, create an efficient mechanism for handling affairs in the event of an accident or period of disability, and help set the tone for personal and family responsibility.

Our lives are constantly changing, but when was the last time you updated your estate plan? Dominick Parillo, JD, CFP® discusses the importance of updating your plan and lists some life events that may trigger the need to update your documents.

Whether you live in New Mexico or are considering a move, there are several different estate planning considerations in the 47th state. While some are not unique to New Mexico, there are a few interesting differences that are worth considering.

Following the death of a spouse, some of us may feel pressure to make big decisions – including financial decisions – quickly. Ironically, this may be one of the worst times to think about money-related issues. If you or someone you know is grieving, here are some thoughts to guide you during this difficult time.

The House Ways and Means Chairman recently released the current House version of the Build Back Better Act that contains pending tax reforms. The new bill contains a few tax surprises worth noting for taxpayers who want to be prepared for the tax climate ahead.