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Online estate and trust planning with a Savvy Financial Advisor

Go beyond investing for retirement or saving for a rainy day and ensure the hard-earned wealth you've amassed is securely passed on to the next generation.



At Savvy, we specialize in making the often complex and emotionally charged process of trust and estate planning as seamless as possible. Our advisors are skilled in navigating legal intricacies and financial strategies that stand the test of time.

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NAVIGATE THROUGH ESTATE AND TRUST PLANNING BEST PRACTICES
01

Establish wealth preservation strategies

Effective asset protection goes beyond basic estate planning; it involves a complex mix of legal structures and financial instruments to help safeguard your wealth from creditors, lawsuits, and other potential vulnerabilities.
Get asset protection strategies designed to provide a more robust barrier around your financial legacy.
02

Experienced help with trust planning

Trust planning involves selecting the right type of trust, from revocable living trusts to irrevocable trusts like GRATs, CRTs, and SLATs, each serving unique financial and legacy objectives. Trust planning is not a 'one-size-fits-all' solution. We offer tailored advice, drawn from years of specialized experience.
03

Expertise on a broad range of trust and estate services

Navigating the labyrinth of trust and estate planning services can be daunting, but with Savvy, you're never alone. Get financial advice on wills, powers of attorney, tax planning, estate planning, philanthropic strategies, and more.

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Savvy Community?

Join our community of hundreds of motivated and like-minded individuals who are writing the future today, while securing their legacies for tomorrow.

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DISCLAIMER

Savvy’s tax planning advice is to help clients with tax strategies.  Strategies are not a substitute for the services provided by an attorney or an accountant. There are no guarantees that any strategies implemented will be successful notwithstanding such efforts to mitigate tax liabilities

Trust & Estate

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FAQ

What is estate planning?

Estate planning involves arranging for the transfer and management of assets in case of incapacity or death to maximize value for beneficiaries by reducing taxes and expenses.

Estate planning involves arranging for the transfer and management of assets in case of incapacity or death to maximize value for beneficiaries by reducing taxes and expenses.

What is an estate plan?

An estate plan is a set of legal documents like wills, trusts, powers of attorney, and healthcare directives that outline asset distribution, designate guardians, and direct healthcare decisions if one becomes incapacitated.

An estate plan is a set of legal documents like wills, trusts, powers of attorney, and healthcare directives that outline asset distribution, designate guardians, and direct healthcare decisions if one becomes incapacitated.

How are survivorship life insurance policies helpful in estate planning?

Survivorship life insurance pays out upon the second death of a couple, providing funds to cover estate taxes and expenses so heirs inherit more assets.

Survivorship life insurance pays out upon the second death of a couple, providing funds to cover estate taxes and expenses so heirs inherit more assets.

How much does estate planning cost?

The cost of estate planning varies widely from $150 for basic wills to $300 per hour for attorneys creating customized plans with multiple documents like wills, trusts, and powers of attorney.

The cost of estate planning varies widely from $150 for basic wills to $300 per hour for attorneys creating customized plans with multiple documents like wills, trusts, and powers of attorney.

Why is estate planning important?

Estate planning is important to ensure assets transfer according to one's wishes, to name guardians for dependents, and to reduce taxes and legal disputes for heirs.

Estate planning is important to ensure assets transfer according to one's wishes, to name guardians for dependents, and to reduce taxes and legal disputes for heirs.

How to set up a will and trust?

To set up a will and trust, one must determine beneficiaries, appoint an executor and trustees, outline distribution instructions and trusts terms, and prepare documents with an estate planning attorney.

To set up a will and trust, one must determine beneficiaries, appoint an executor and trustees, outline distribution instructions and trusts terms, and prepare documents with an estate planning attorney.

Who needs estate planning?

People with dependents, valuable assets, complex finances, or specific legacy wishes should have estate plans to smoothly transfer assets and reduce taxes.

People with dependents, valuable assets, complex finances, or specific legacy wishes should have estate plans to smoothly transfer assets and reduce taxes.

Will vs estate planning?

Wills outline asset distribution upon death while trusts manage assets for beneficiaries during life, with trusts avoiding probate and allowing more control than wills.

Wills outline asset distribution upon death while trusts manage assets for beneficiaries during life, with trusts avoiding probate and allowing more control than wills.