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