White Papers

Explore our suite of informational resources and in-depth research designed to help you deftly navigate and effectively solve your complex financial problems.

Not Just for the Wealthy

Estate Planning

Thoughtful and well-executed estate planning can ensure that your financial, legal, and personal objectives are in place before you pass away or are unable to make decisions for yourself. To underscore the importance of proper end-of-life planning, Sandhill Investment Advisor Thomas Baker sheds light on estate planning strategies that can help save your heirs time and money.

Estate Planning Instruments

  • Will
  • Revocable Living Trust
  • Health Care Proxy
  • Power of Attorney
A Simple Way to Transfer Assets

Transfer on Death Forms

To simply and effectively override your Last Will and Testament, Sandhill Investment Advisor Steve Garvin provides insight into the Transfer on Death (TOD) form. Learn how Transfer on Death forms can help avoid probate and expedite the transfer of assets to a decedent’s intended heirs.

Advantages of TOD Forms

  • Avoid probate
  • Ease of establishment
  • Pass directly to intended heirs
  • Multiple beneficiaries permitted
For a Rewarding Retirement

Developing Your Purpose Plan

Sandhill Managing Director Jonathan Amoia provides guidance on how retirees can create an enhanced life of purpose. Learn how you can carve out your purpose plan to find genuine fulfillment and discover your ultimate reward in retirement.

Areas of Focus

  • Find what you love
  • Find your mission
  • Find your gifts