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.

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.

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.