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Estate Planning & Wealth Transfer

Safeguarding Your Family’s Future

How long have you been reminding yourself that you need to update your estate plan? The process can feel daunting at first because it’s quite detailed and requires professional direction. But with Savant’s deep bench of estate planning specialists in your corner, you’ll have the perspective and counsel to help you manage the process.

Savant’s in-house team includes a roster of attorneys and other financial professionals who specialize in the intricacies of estate planning. They provide valuable guidance to manage the complex issues associated with estate planning and wealth transfer.

How Savant Will Assist You

Potential Issues

Complexity

Family Conflict

Conflicted Advice

Lack of Time

Our Approach

We Help Align Your Vision and Values

We Create Structure & Strategies for Advantageous Outcomes

Potential Benefits

Reduced Financial Risk

Reduced Tax Liability

Having a Structured Plan is Important

Having a plan in place is critical if you:

  • Want to delay distribution of wealth to your heirs
  • Have remarried
  • Own a business
  • Would like to provide charitable gifts
  • Have minor children or ones with special needs
  • Have an estate valued at more than the federal gift and estate tax applicable exclusion amount, or your state’s death exclusion amount

Savant Wealth Management (“Savant”) is an SEC registered investment adviser headquartered in Rockford, Illinois. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy, including the investments and/or investment strategies recommended and/or undertaken by Savant, or any non-investment related services, will be profitable, equal any historical performance levels, be suitable for your portfolio or individual situation, or prove successful. Please see our Important Disclosures.