The First 10 Steps to Take When you Receive an Inheritance Lump Sum

Inheriting a lump sum can be a life-changing event, and it’s essential to approach it with careful consideration and planning. As experienced financial planners, we understand the weight of this situation and the importance of making informed decisions. As a starting point in your decision-making, let’s discuss the first 10 steps to take when you … Continued

Sand Hill’s Divorce Guide

Navigating the Financial Aspects of the Marital Dissolution Process August 10, 2020 For more than 25 years, Sand Hill’s Divorce Financial Planning team has partnered with family law professionals to help clients navigate the complex financial aspects of the marital dissolution process. Our singular goal has been ensuring that both clients and their professional team … Continued