by Tim Domino, CPA, CFP® | Nov 20, 2019 | Estate & Generational Wealth Planning, Financial Planning
An In-Depth Guide of Modern Trust Structures and Distributions Passing along wealth and ensuring financial stability for future generations are issues that weigh heavily on the minds of many of our clients. One effective yet often misunderstood vehicle for achieving... 
by Justin Sanderson, MBA, CFP®, CIMA® | Sep 11, 2019 | Estate & Generational Wealth Planning, Financial Planning
Video: Starting the Conversation on End-of-Life Planning At a recent WealthVantage event, Justin Sanderson and Tim Domino presented on a topic that is critical yet often overlooked by many families – developing an end of life plan. Whether it’s for yourself or... 
by Tim Domino, CPA, CFP® | Aug 28, 2019 | Estate & Generational Wealth Planning, Financial Planning
Back to School – Understanding the Permissible Uses of Your 529 Plan Funds It’s hard to believe, but it’s that time of year again — when college students pack their bags and return to their dorms, high-school campuses come back to life, and kindergarteners pack... 
by Justin Sanderson, MBA, CFP®, CIMA® | Feb 5, 2019 | Estate & Generational Wealth Planning
This January, Tim Domino and I spent a week in Orlando at the 53rd Annual Heckerling Institute on Estate Planning, hosted by the University of Miami Law School. Throughout the conference we were able to hear from the foremost thought leaders in the industry, from Paul...