CAREERS SERVICES INDUSTRIES ABOUT NEWS Secure your family’s future with estate, trust and gift planning Estate, gift, and tax planning is more than just planning for the transfer of wealth upon death. Planning includes control over family assets, succession of the family business, retirement planning, wealth management, and charitable giving. Fully integrated estate planning considers your goals and plans for the disposition of your assets not only by your estate but also during your lifetime. It can be an important activity at any stage of life especially as you are adding members to your family. In addition, two of the most common special circumstances that trigger an estate plan is blended families and fear of disability. Planning is not just limited to taxable estates; it is a valuable tool for anyone in a position to gift or bequeath assets. Some of the benefits of an estate plan are: Reduction of estate taxes Giving to charitable causes which are important to you Giving to specific individuals Receiving an income tax deduction for charitable giving Reducing or eliminating capital gains taxes on appreciated assets It is about creating a customized plan to address your needs and desires, such as maintaining privacy, providing for multiple generations, or accomplishing charitable goals. MANAGERS Courtney Bailey Senior Manager 469.518.8303 courtney.bailey@savillecpa.com M’liss Vestal Senior Manager 469.949.8439 mlissv@savillecpa.com Rebecca Russell Manager 469.949.8884 Rebecca.Russell@savillecpa.com PARTNERS J. Clinton Pugh Partner 469-501-2871 clintp@savillecpa.com Tasha Ravinowich Partner 469.949.8438 tashar@savillecpa.com SERVICES Assurance Business Advisory Client Accounting Services Estate, Trust & Gift Planning Employee Benefit Plans Family Office Global Business Technology Services Taxation Saville, Dodgen & Company Get in Touch 700 North Pearl Street, Suite 1900 News Make Payment Online Tools Services Assurance Business Advisory Client Accounting Services Estate, Trust & Gift Planning Employee Benefit Plans Family Office Global Business Technology Services Taxation Industries Energy Affluent Families and Individuals Manufacturing & Distribution Not-for-Profit Professional Athletes and Broadcasters Professional Services Real Estate & Construction Employer Healthcare Consulting About Saville History Leadership Careers © 2021 Saville, Dodgen & Company P.L.L.C. | 700 North Pearl Street, Suite 1900 | Dallas, Texas 75201 | o: (214) 922-9727 | f: (214) 740-1726