Shannon Stevens
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In the News: Shannon Stevens Discusses Why Turning 18 Is an Important Legal Milestone in Reuters
Shannon Stevens, Estate Attorney and Managing Director at Hightower Signature Wealth, was recently interviewed by Reuters about an important milestone that many families overlook: a child turning 18. While turning 18 is often associated with greater independence, Shannon explained that it also brings significant legal changes. Once someone reaches adulthood, parents generally no longer have…
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Beyond Budgeting: Aligning Your Money With the Life You Want
Shannon StevensManaging Director, Downers Grove When we first created A Time to Talk, the goal was to create a level of support surrounding the most significant events and decisions our clients face in their lifetimes, and encourage the crucial conversations needed to navigate these life events. I have carefully brought into my own life many…
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“How Asset Titles and Beneficiaries Save Your Heirs from Costly Probate” featuring Shannon Stevens
In a recent USA TODAY article, Shannon Stevens, Managing Director at Hightower Signature Wealth, highlighted one of the most commonly overlooked aspects of estate planning: how assets are titled and how beneficiaries are designated. “Titling is the number one thing missed in trying to make sure an estate plan is distributed in the way people…
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“Losing a Spouse is Hard Enough, But U.S. Tax Laws Add Salt to the Wound” featuring Shannon Stevens
Losing a spouse is emotionally overwhelming, and for many widows and widowers, tax concerns come as an unexpected second shock. Even when household income declines, taxes can increase due to what’s commonly known as the widow’s penalty. This happens when a surviving spouse shifts from filing jointly to filing as a single taxpayer. Standard deductions…
