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Legacy & Estate Planning

The AB Trust
The Importance of Beneficiary Review
Charitable Remainder Trust
Dynasty Trust – An Alternative to the Stretch IRA
Grantor Retained Annuity Trust
Irrevocable Life Insurance Trust

Milan Madhani and Vimal Madhani are registered representatives with the following registrations. Vimal Madhani has a FINRA Series 6 and 63 and can transact business with clients in IL. Milan Madhani has a FINRA Series 7 and Series 66 and can transact business with clients in IL. Milan Madhani is also an investment adviser agent licensed in IL. If you are not a resident of the state noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services over the internet. Check the background of this investment professional on FINRA's Broker Check.

Sentigent Financial Solutions, LLC. is not a registered broker-dealer nor a registered investment advisor.
Sentigent Financial Solutions, LLC. and Vanderbilt Financial Group are separate and unaffiliated entities.

Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates.
Securities offered through Vanderbilt Securities, LLC. Member: FINRA, SIPC * Registered with MSRB. Clearing agent: Fidelity Clearing & Custody Solutions
Advisory Services offered through Vanderbilt Advisory Services Clearing agent: Fidelity Clearing & Custody Solutions
Insurance Services offered through Vanderbilt Insurance and other agencies
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For additional information on services, disclosures, fees, and conflicts of interest, please visit www.vanderbiltfg.com/disclosures

Neither Vanderbilt Financial Group, nor any of its associates provide tax or legal advice. Please consult with your tax and/or legal advisors regarding your personal circumstances.

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