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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Expertise on a broad range of trust and estate services
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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
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.
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.
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.
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.
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.
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.
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.
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.