Estate & Generational Wealth Planning

An In-Depth Guide of Modern Trust Structures and Distributions

A modern trust can play a pivotal role in your estate planning. However, not all trusts are created equal. Download our complimentary guide to learn about various trust structures and distribution strategies.

Video: Starting the Conversation on End-of-Life Planning

As part of our WealthVantage series, Justin Sanderson and Tim Domino share their thoughts on end-of-life planning. We also invite you to download a complimentary planning guide.

Back to School – Understanding the Permissible Uses of Your 529 Plan Funds

Whether your student is entering kindergarten or starting senior year of college, the rising cost of higher education is always on your mind. Timothy Domino discusses recent changes to 529 Plan qualified withdrawals and how education savings can play a role in estate planning.

Key Takeaways from the Heckerling Institute on Estate Planning

In January, Justin Sanderson and Tim Domino attended the 53rd Annual Heckerling Institute on Estate Planning. Read about the ideas and strategies they took from the conference and will be putting into practice for our clients.