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Tag: Estate Planning & Administration

Article
June 4, 2021

Why Is Having an Estate Plan Important?

Financial advisor Maureen Wright looks at the two main purposes of a well-executed estate plan — protection and direction. This blog is the second installment of a three-part Cents of Self series about estate planning for women.

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May 13, 2021

2021 Top Estate Planning Strategies [On-Demand Webinar]

2020 taught us all that life can change dramatically in an instant. Whether you have an estate plan or would like to create one, you won’t want to miss this educational discussion with Mike Cyrs, senior director of wealth transfer, and Dominick Parillo, director of wealth transfer.

Article
May 11, 2021

A Tax Wolf in Sheep’s Clothing: It’s All About the Basis!

The proposed American Families Plan could increase tax liabilities for many families by changing the way estates are taxed. Mike Cyrs, senior director of wealth transfer, takes a closer look at the plan and presents possible tax planning strategies.

Article
May 10, 2021

Before the Sunset

Favorable gift and estate tax rates through the Tax Cuts and Jobs Act are scheduled to sunset on December 31, 2025. Financial advisor Kevin Kingston addresses the possibility that this exemption may be reduced before the final sunset date.

Article
May 10, 2021

Estate Documents Basics

Having a well thought out and organized estate plan is one of the kindest things you can do for your family and heirs. Financial advisor Libby Muldowney discusses the basic estate planning documents that should be considered, the reasons why you should have an estate plan, and how an estate plan can evolve over time to meet the changing needs of your life stages.

Article
January 19, 2021
Some of the Tax Filings after Death Can Be Stressful

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.

Article
January 4, 2021
am i over-insured? balancing act

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.

Article
December 2, 2020
When to update your estate plan

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.

Article
November 23, 2020

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.

Article
November 3, 2020
Estate Planning in a Pandemic

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.

Article
October 29, 2020
Proposed Illinois Graduated Income Tax Amendment

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.

Savant Views & News
October 22, 2020
Get Your Financial House in Order

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.