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.

Estate Planning Strategies for the

Estate Planning Strategies for the "Very High Net Worth"

Estate & Generational Wealth Planning, Financial Planning

Tim Domino explores the opportunities for preserving wealth within VHNW families and maximizing assets while minimizing fees. Read More

Reflection and Outlook: A Letter From the CEO

Reflection and Outlook: A Letter From the CEO

Estate & Generational Wealth Planning, Financial Planning, Firm News, Investment Consulting, Tax Consulting

Justin Sanderson shares thoughts on 2022 and the new year. Read More

2021 Year in Revision – Watch the WealthVantage e-Symposium

2021 Year in Revision – Watch the WealthVantage e-Symposium

Estate & Generational Wealth Planning, Financial Planning, Investment Consulting, Tax Consulting

Watch a video series of Sanderson Wealth Management advisers reviewing the top financial headlines of 2021 and evaluating forward-looking trends. Read More

Estate Planning Under Biden

Estate Planning Under Biden

Estate & Generational Wealth Planning, Tax Consulting

Timothy Domino helps us understand how the new Biden Administration might impact your estate planning. Read More

Should you take your IRA Required Minimum Distribution in 2020?

Should you take your IRA Required Minimum Distribution in 2020?

Estate & Generational Wealth Planning, Financial Planning, Tax Consulting

Michael Bader from Sanderson Wealth Management discusses whether or not you should take the Required Minimum Distribution from you IRA in 2020. Read More

A Guide to Wealth Transfer Opportunities in the COVID-19 Era

A Guide to Wealth Transfer Opportunities in the COVID-19 Era

Estate & Generational Wealth Planning, Financial Planning, COVID-19: Market Watch

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

You’ve Been Named Trustee—Now What?

You’ve Been Named Trustee—Now What?

Estate & Generational Wealth Planning

Tim Domino from Sanderson Wealth Management explores the duties and responsibilities of trustees. Read More

The SECURE Act: What You Need to Know

The SECURE Act: What You Need to Know

Estate & Generational Wealth Planning, Financial Planning, Philanthropy, Tax Consulting

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

Favorite Insights from 2020 Heckerling Institute on Estate Planning

Favorite Insights from 2020 Heckerling Institute on Estate Planning

Estate & Generational Wealth Planning, Tax Consulting

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

Estate & Generational Wealth Planning, Financial Planning

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

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