Elliot Sandvig

Practice

I am a Certified Financial Planner (CFP®) with five years in the industry. I provide clients with comprehensive financial guidance that integrates estate planning as a key component of their overall wealth strategy. In my practice, I confirm foundational estate documents and asset titling are properly in place, while also helping clients navigate more advanced planning strategies such as lifetime exemption and gifting strategies, business succession planning, and multigenerational wealth transfer.

Much of this work involves facilitating family meetings to align financial goals and legacy intentions across generations. In collaboration with estate attorneys and tax professionals, I help clients evaluate estate tax exposure and structure trusts.

Areas of work

• Analyzing existing life insurance coverage for continuing relevance to the estate plan
• Analyzing proposed transactions for estate and gift tax implications
• Charitable gift planning
• Developing strategies to minimize potential estate and gift taxes
• Developing plans to conserve assets during lifetime and at death
• Proposing life insurance solutions consistent with estate plans
• Retirement distribution planning
• Succession planning
• Preparing comprehensive financial plans

At the council

Attends the dinner meetings through the October–May season and is listed in the member directory by discipline.