Estate Planning 101

Your goal is simple: Transfer your wealth to your loved ones without causing headaches. You’ve likely heard that everyone needs an estate plan, but if you don’t have one, where do you begin?
Proper estate planning is designed to safeguard your hard-earned assets and help provide you and your heirs with increased peace of mind. Ready to learn the basics? Join Wealth Transfer Advisor Alaina Davalos and Director of Wealth Transfer Dom Parillo to learn how to protect your family's financial future and document your final wishes.
They’ll discuss:
• Key planning documents
• Probate process
• Asset protection and distribution
• Healthcare and end-of-life planning
• Tax implications
For complimentary financial checklists, guidebooks, and other helpful resources - go to savantwealth.com/guides