Estate & Generational Wealth Planning
You’ve worked hard to provide for your family, and you want to make sure that continues well beyond your lifetime. With some diligence and foresight, you can ensure that your wealth is passed along efficiently and in accordance with your wishes. At Sanderson, we feel honored to assist in that very important process.
Using our decades of estate planning experience and in-depth knowledge of your family and finances, we can help you outline certain aspects of your estate plan, including wills, trusts, healthcare proxy, and power of attorney. Throughout the process, we will consider the tax implications of decisions and minimization opportunities as well as the impact on the estate administration process.
Of course, planning is only one aspect of the estate. We also coordinate the execution, making sure the process is completed, your intentions are thoroughly understood and carried out, and the documents are safely stored.
Active wealth transfer options.
Whether for practical or financial reasons, there may also be more suitable ways to begin the wealth transfer process within your lifetime. We’ll assist you in exploring various options based on your objectives. Equally important, we will consider how all your wealth transfer tactics fit together to optimally protect your finances and fulfill your intentions.
WE CAN ADVISE YOU ON
TRUST AND ASSET PROTECTION STRATEGIES
BUSINESS TRANSITION GOALS
LIFETIME TRANSFER OPPORTUNITIES
ESTATE AND OTHER TRANSFER TAX PLANNING
FAMILY AND PHILANTHROPIC LEGACY PLANNING
Michael Bader from Sanderson Wealth Management discusses whether or not you should take the Required Minimum Distribution from you IRA in 2020. Read More
It may seem counterintuitive to make significant financial decisions amid such turmoil—but now may be a prime opportunity for estate planning. Download our… Read More
Tim Domino from Sanderson Wealth Management explores the duties and responsibilities of trustees. Read More
Signed into law in December 2019, the SECURE Act will significantly impact retirement, estate, and income tax planning strategies. Tim Domino outlines the important… Read More
Sanderson Wealth Management shares key takeaways from the 54th Annual Heckerling Institute on Estate Planning. Read More
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… Read More
Put our experience to work for your wealth.
Schedule a consultation to learn more about our estate and
generational wealth planning services.