Tag: Estate Planning & Administration

Article
August 3, 2022
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Recently Divorced? Don’t Forget to Update Your Will

If you are recently divorced but have not yet updated your will and estate plan, now is a great time to revisit those important documents.

Article
June 29, 2022
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Is It Time to Update Your Estate Plan?

Just as your financial plan requires regular updates, so does your estate plan. Regular reviews work much like health checkups: They can ensure your plan is working and that you’re catching any potential problems early.

Article
April 5, 2022
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Tax Filings after Death

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.

Article
January 31, 2022
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Ensuring Your Estate Plan is a Fine-Tuned Machine

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.

Article
December 6, 2021
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Beneficiary Designations: How to Avoid Common Mistakes

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.

Home
December 2, 2021
Savant Wealth Management Webinar

Charitable Gifting [On-Demand Webinar]

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.

Savant Views & News
November 18, 2021
Savant Wealth Management Webinar

Year-End Tax Planning Updates and Strategies [On-Demand Webinar]

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.

Home
November 11, 2021
Savant Wealth Management Webinar

Who Gets the Steinway? [On-Demand Webinar]

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.

Article
November 8, 2021
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Why Young Adults Need a Simple Estate Plan

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.

Article
October 25, 2021
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Estate Planning Considerations in New Mexico

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.

Article
October 13, 2021
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Losing Your Better Half: Managing Grief and Financial Decision-Making

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.

Article
September 15, 2021
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As Fall Temperatures Cool, Proposed Tax Legislation Gets Hotter

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.