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September 20, 2024

Serving as an Executor [On-Demand Webinar]

by: Savant
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Assuming the role of an executor for a loved one’s estate involves navigating various responsibilities that may seem daunting, ranging from legal obligations to overseeing asset management and estate distribution. If you expect to serve in this capacity, it is crucial for you to familiarize yourself with the duties of an executor or trustee and understand the administration process. In this educational, recorded webinar, Alaina Davalos, wealth transfer advisor, and Financial Advisor Joel Cundick delve into common issues that can impact all families.

About Savant Wealth Management

Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients for over 30 years. As a trusted advisor, Savant Wealth Management offers investment management, financial planning, retirement plan and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.

©2024 Savant Capital, LLC dba Savant Wealth Management. All rights reserved.

Savant Wealth Management (“Savant”) is an SEC registered investment adviser headquartered in Rockford, Illinois. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy, including the investments and/or investment strategies recommended and/or undertaken by Savant, or any non-investment related services, will be profitable, equal any historical performance levels, be suitable for your portfolio or individual situation, or prove successful. Please see our Important Disclosures.

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