Ensuring your wealth is passed on according to your wishes requires more than just a basic estate plan. Without the right strategies in place, your assets could be exposed to unnecessary taxes, legal delays, and family conflicts.
A well-structured estate plan can help protect your legacy, minimize complications, and provide financial security for future generations. Join wealth transfer advisor Alaina Davalos, and Director of Wealth Transfer, Dominick Parillo as they discuss:
While all are welcome to attend our webinars, this event is designed for individuals who anticipate having at least $500,000 in investable assets within the next year. Our presenters typically speak with that in mind.
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Savant Wealth Management is an independent, fee-only wealth management firm providing comprehensive financial advice and services to individuals, families, and businesses across the nation.
At Savant, our advisors combine Wall Street knowledge with Main Street values to help you pursue your ideal future. And since we’re majority owned by our employees, what’s important to you is of the utmost importance to us. When you work with Savant, we believe you’ll have peace of mind knowing we’re always in your corner.