Live Webinar

October 22, 2025 | 1:00 PM Central

Passing on your wealth according to your wishes takes more than a basic estate plan. Without the right strategies, your assets may face unnecessary taxes, legal delays, and family disputes.

A strong estate plan can help protect your legacy, reduce complications, and secure your family’s financial future. Join wealth transfer advisor Alaina Davalos and director of wealth transfer Dominick Parillo for an in-depth discussion on:

Key planning documents
The probate process
Asset protection and distribution
Health care and end-of-life planning
Tax implications

While all are welcome to attend our webinars, this event is designed for individuals who anticipate having at least $750,000 in investable assets within the next year. 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

17K+

Clients Served

1986

Year Established

45

Savant Offices

202

Employee Member-Owners

$34.2B+

Client Assets - AUM & AUA*

*Company statistics as of 9/3/2025. Client assets (as of 6/30/2025) refers to client assets under management (AUM) $32.9b 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.