Live Webinar

August 12, 2026 | 1:00 PM Central

An inheritance can raise important questions about taxes, investing, estate planning, and long-term financial considerations. Understanding the options available to you and the factors that may influence your decisions can be an important first step as you evaluate how inherited assets fit within your overall financial picture.

Join Savant’s Director of Wealth Transfer Dom Parillo and financial advisor Michael Goldstein for an educational discussion on key topics often associated with inheriting wealth, including:

Income, estate, and gift tax considerations
Trust establishment and funding considerations for asset protection
General approaches to managing and investing inherited assets
Debt management strategies
Estate planning considerations related to multigenerational planning
Common pitfalls to avoid

While all are welcome to attend our webinars, this event is designed for individuals who have at least $1M+ in their inheritance. Our presenters typically speak with that in mind.

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Savant By the Numbers

24K+

Clients Served

1986

Year Established

70

Savant Offices*

297

Employee Member-Owners

$57.2B

Client Assets - AUM & AUA**

*Company statistics as of 6/30/2026. **Client assets refers to client assets under management (AUM) $55.7B and client assets under advisement (AUA) $1.5B.

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