estate generational wealth planning

The financial world is complex and ever-changing. At Sanderson, we believe our role isn’t just to advise clients on what to do with their money—it’s also to empower them with the knowledge to make informed decisions that enhance their lives. We hope you find the following resources insightful and helpful.

Favorite Insights from 2020 Heckerling Institute on Estate Planning

Favorite Insights from 2020 Heckerling Institute on Estate Planning

Sanderson Wealth Management shares key takeaways from the 54th Annual Heckerling Institute on Estate Planning. Read More

An In-Depth Guide of Modern Trust Structures and Distributions

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… Read More

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

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… Read More

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

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… Read More

Key Takeaways from the Heckerling Institute on 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… Read More