Live Webinar

May 28, 2025 | 1:00 PM Central

Thinking of giving financial gifts to your children, grandchildren, or other loved ones? Whether it's helping with a first home, education costs, or simply sharing your wealth, it’s important to understand how to give strategically—without triggering unnecessary taxes or penalties.

Join us for this eye-opening webinar where we’ll break down the key rules, limits, and smart strategies around gifting. You’ll learn how to help maximize the benefit to your family while minimizing what goes to the IRS.

What You’ll Learn:

Annual and lifetime gift tax exclusions: what they are and how to use them
The role of the unified credit and how it impacts your estate
Smart timing and structuring of gifts
Gifting appreciated assets (and what to watch out for)
Using trusts to support loved ones with added control
Common mistakes that lead to tax surprises—and how to avoid them

While all are welcome to attend our webinars, this event is designed for individuals who have saved at least $750,000 for retirement. Our presenters typically speak with that in mind.

Sign up for this webinar

First Name*

Last Name*

Email*

Phone*

Zip*

To provide you with the best experience and most relevant content, please provide an estimate of your investable assets.*

Are you planning on hiring a financial advisor in the next 12 months?

What is or will be your primary source of retirement income?

Comments

I consent to sharing my information with Savant. By proceeding, you agree to receive communication from Savant. You can opt out at any time.

Savant By the Numbers

16,500+

Clients Served

1986

Year Established

44

Savant Offices

192

Employee Member-Owners

$30.9B+

Client Assets - AUM & AUA*

*Company statistics as of May 1, 2025. Client assets refers to client assets under management (AUM) $29.6b and client assets under advisement (AUA) $1.3b.

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.