Blending Legacies: Estate Planning for Yours, Mine, and Ours

Managing the intricacies of estate and financial planning becomes even more crucial when navigating the dynamics of blended families, where unique challenges and considerations often arise.
Join Savant’s wealth transfer advisor Tim Bender and financial advisor Theresa Harezlak as they discuss estate and financial planning strategies to help with equitable distribution of assets, minimizing potential conflicts, and preserving your family's harmony. Whether you are a stepparent, a stepchild, or both, this webinar will help you protect your loved ones and preserve your legacy.
We will discuss:
• Fundamental Elements of Estate and Financial Planning
• Trusts and Protecting Assets
• Ensuring Desired Distribution of Assets
• Tax Considerations