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
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.
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.
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.
Put our experience to work for your wealth.
Schedule a consultation to learn more about our estate and
generational wealth planning services.