--- title: Financial News and Insights | Sanderson Wealth Management | Estate & Generational Wealth Planning (2) description: Estate & Generational Wealth Planning | Read Sanderson Wealth Management’s blog for the latest insights on investing, financial planning, tax minimization, and more. (2) --- - [716.566.2420](tel:716-566-2420) - [Client Login](https://www.sandersonllc.com/client-login/) [![Sanderson Wealth Management](https://insights.sandersonllc.com/hubfs/Sanderson_October2019%20Theme/Images/sanderson-logo-stacked@2x.png)](https://www.sandersonllc.com/) - About - [Services](https://www.sandersonllc.com/services/) - [Our Team](https://www.sandersonllc.com/team/) - [John Sanderson](https://www.sandersonllc.com/team/john-sanderson/) - [Justin Sanderson](https://www.sandersonllc.com/team/justin-sanderson/) - [James Warner](https://www.sandersonllc.com/team/james-warner/) - [C. 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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](https://insights.sandersonllc.com/hs-fs/hubfs/Heckerling%20Post%2002-2020/estate-planning-insights-2020-featured.jpg?width=1080&name=estate-planning-insights-2020-featured.jpg)](https://insights.sandersonllc.com/estate-planning-insights-2020) ## [Favorite Insights from 2020 Heckerling Institute on Estate Planning](https://insights.sandersonllc.com/estate-planning-insights-2020) [Estate & Generational Wealth Planning](https://insights.sandersonllc.com/tag/estate-generational-wealth-planning), [Tax Consulting](https://insights.sandersonllc.com/tag/tax-consulting) Sanderson Wealth Management shares key takeaways from the 54th Annual Heckerling Institute on Estate Planning. [Read More](https://insights.sandersonllc.com/estate-planning-insights-2020) [![An In-Depth Guide of Modern Trust Structures and Distributions](https://insights.sandersonllc.com/hs-fs/hubfs/Imported_Blog_Media/Trust-Distributions-featured.jpg?width=1080&name=Trust-Distributions-featured.jpg)](https://insights.sandersonllc.com/modern-trust-structures-and-distributions) ## [An In-Depth Guide of Modern Trust Structures and Distributions](https://insights.sandersonllc.com/modern-trust-structures-and-distributions) [Estate & Generational Wealth Planning](https://insights.sandersonllc.com/tag/estate-generational-wealth-planning), [Financial Planning](https://insights.sandersonllc.com/tag/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](https://insights.sandersonllc.com/modern-trust-structures-and-distributions) [![Video: Starting the Conversation on End-of-Life Planning](https://insights.sandersonllc.com/hs-fs/hubfs/Imported_Blog_Media/end-of-life-planning-featured.jpg?width=1080&name=end-of-life-planning-featured.jpg)](https://insights.sandersonllc.com/end-of-life-planning) ## [Video: Starting the Conversation on End-of-Life Planning](https://insights.sandersonllc.com/end-of-life-planning) [Estate & Generational Wealth Planning](https://insights.sandersonllc.com/tag/estate-generational-wealth-planning), [Financial Planning](https://insights.sandersonllc.com/tag/financial-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](https://insights.sandersonllc.com/end-of-life-planning) [![Back to School – Understanding the Permissible Uses of Your 529 Plan Funds](https://insights.sandersonllc.com/hs-fs/hubfs/Imported_Blog_Media/529-plan-featured.jpg?width=1080&name=529-plan-featured.jpg)](https://insights.sandersonllc.com/permissible-uses-of-529-plan-funds) ## [Back to School – Understanding the Permissible Uses of Your 529 Plan Funds](https://insights.sandersonllc.com/permissible-uses-of-529-plan-funds) [Estate & Generational Wealth Planning](https://insights.sandersonllc.com/tag/estate-generational-wealth-planning), [Financial Planning](https://insights.sandersonllc.com/tag/financial-planning) 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](https://insights.sandersonllc.com/permissible-uses-of-529-plan-funds) [![Key Takeaways from the Heckerling Institute on Estate Planning](https://insights.sandersonllc.com/hs-fs/hubfs/Imported_Blog_Media/05-Heckerling.jpg?width=1080&name=05-Heckerling.jpg)](https://insights.sandersonllc.com/key-takeaways-from-the-heckerling-institute-on-estate-planning) ## [Key Takeaways from the Heckerling Institute on Estate Planning](https://insights.sandersonllc.com/key-takeaways-from-the-heckerling-institute-on-estate-planning) [Estate & Generational Wealth Planning](https://insights.sandersonllc.com/tag/estate-generational-wealth-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](https://insights.sandersonllc.com/key-takeaways-from-the-heckerling-institute-on-estate-planning) [Next Entries »](https://insights.sandersonllc.com/tag/estate-generational-wealth-planning/page/1) ### Let’s talk about your future. Schedule a consultation to learn more about our investment services. ## Filter Blog Posts ### SUBJECT - [Investment Consulting (169)](https://insights.sandersonllc.com/tag/investment-consulting) - [Financial Planning (153)](https://insights.sandersonllc.com/tag/financial-planning) - [Tax Consulting (44)](https://insights.sandersonllc.com/tag/tax-consulting) - [Estate & Generational Wealth Planning (15)](https://insights.sandersonllc.com/tag/estate-generational-wealth-planning) - [Firm News (11)](https://insights.sandersonllc.com/tag/firm-news) - [Lessons Earned (11)](https://insights.sandersonllc.com/tag/lessons-earned) - [COVID-19: Market Watch (10)](https://insights.sandersonllc.com/tag/covid-19-market-watch) - [Community (5)](https://insights.sandersonllc.com/tag/community) - [Philanthropy (4)](https://insights.sandersonllc.com/tag/philanthropy) - [Business Succession Planning (3)](https://insights.sandersonllc.com/tag/business-succession-planning) - [Prosper Financial Wellness (3)](https://insights.sandersonllc.com/tag/prosper-financial-wellness) - [Ukraine: Market Watch (1)](https://insights.sandersonllc.com/tag/ukraine-market-watch) See all ### AUTHOR - [Angelo Goodenough](https://insights.sandersonllc.com/author/angelo-goodenough) - [C. Michael Bader, Esq., MBA, CPA, CIMA®](https://insights.sandersonllc.com/author/c.-michael-bader-esq.-mba-cpa-cima) - [Caleb Jennings, MBA, CFP®, CIMA®, AIF®](https://insights.sandersonllc.com/author/caleb-jennings-mba-cfp-cima-aif) - [Cameron Radziwon, LSSBB](https://insights.sandersonllc.com/author/cameron-radziwon) - [Debbie Todaro](https://insights.sandersonllc.com/author/debbie-todaro) - [Evan Kraft, CFP®, CRPC®](https://insights.sandersonllc.com/author/evan-kraft-cfp-crpc) - [James Warner, MBA, CPA, CFP®, CIMA®](https://insights.sandersonllc.com/author/jim-warner-mba-cpa-cfp-cima) - [Joe Bartelo, CPA](https://insights.sandersonllc.com/author/joe-bartelo-cpa) - [John Gullo, MBA, CFA, CFP®, CIMA®](https://insights.sandersonllc.com/author/john-gullo-mba-cfa-cfp-cima) - [John Sanderson, CPA, CIMA®](https://insights.sandersonllc.com/author/john-sanderson-cpa-cima) - [Justin Sanderson, MBA, CFP®, CIMA®](https://insights.sandersonllc.com/author/justin-sanderson-mba-cfp-cima) - [Karen Nicpon, CPA](https://insights.sandersonllc.com/author/karen-nicpon-cpa) - [Phil Frattali, CFA](https://insights.sandersonllc.com/author/phil-frattali-cfa) - [Regyna Waterhouse](https://insights.sandersonllc.com/author/regyna-taberski) - [Sanderson Wealth Management](https://insights.sandersonllc.com/author/sanderson-wealth-management) - [Tim Domino, CPA, CFP®](https://insights.sandersonllc.com/author/tim-domino-cpa-cfp) - [Tucker Weppner, CFP®](https://insights.sandersonllc.com/author/tucker-weppner) ## Put our experience to work for your wealth. Schedule a consultation to learn more about our investment services. ## Background Schedule a consultation to learn more about our investment services. - [CONTACT](https://www.sandersonllc.com/contact-us/) - [CAREERS](https://www.sandersonllc.com/careers/) - DISCLOSURE - [COMPLIANCE](https://adviserinfo.sec.gov/firm/summary/118910) © 2022 Sanderson Wealth Management LLC [716.566.2420](tel:716.566.2420) Sanderson Wealth Management, LLC (“Sanderson Wealth”) is an SEC registered investment adviser located in Buffalo, New York. The publication of Sanderson Wealth’s website on the Internet should not be construed by any consumer or prospective client as Sanderson Wealth’s solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice over the Internet.  The information on this Internet site should not be construed as the provision of personalized individual advice from Sanderson Wealth. 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