How to Settle Your Parents’ Estate: A Step-by-Step-Guide
Finance4/2/2025 6:00 PM
Join Savant Wealth for steps on estate settlement in this webinar. Learn family communication and probate processes. Learn more on WebinarCafe.
Finance Webinar Benefits
Losing a parent can be one of life's most challenging experiences, especially with the overwhelming legal, tax, and administrative responsibilities that follow. This informative webinar aims to provide practical steps and support to help you effectively manage these responsibilities.
Join Savant’s wealth transfer advisor, Alaina Davalos, and wealth transfer specialist, Darlene Beckles, as they discuss important topics to help you navigate this difficult time.
We’ll cover:
• Immediate steps after the loss
• Understanding probate and the estate settlement process
• Account transfers and property appraisals and management
• Required accountings and communication with family members
• Long-term and proactive planning as you move forward
While all are welcome to attend our webinars, this event is designed for individuals who have saved at least $500,000 for retirement. Our presenters typically speak with that in mind.
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Publisher
Planning for the future is all about perspective. Savant Wealth Management offers a comprehensive focus, including tax and estate planning, aligned with your best interests. Ready to Build Your Ideal Future? Your goals are important, and when it's time to partner with a financial advisor, you want a firm with the resources to handle even the most complex financial situations with wisdom and compassion.