A new year means adjusted numbers for everything from contribution limits to tax brackets. 

An overview of SLATs, when one might be appropriate, and potential drawbacks.

We all know how to donate cash to charity, but there’s another way that you can support your favorite causes: donating your stock.

Is it too soon to be thinking about an estate plan?

Exploring how a GRAT works in light of the changing estate and gift tax exemption.

What is Generational Wealth and how do I create it for my family? 

A Donor-Advised-Fund is a great way for the charitably minded to make a meaningful difference while remaining financially efficient.

When it comes to executing your living legacy, here are three potential tax mistakes that could set you back. 

An overview of Sherwood's Living Legacy Planning and a couple of key areas of interest: medical care and real estate.

Introducing our newest service: Living Legacy Planning - a holistic approach to planning for those wanting to create their legacy now.

When planning your legacy, you have three buckets in which your wealth can end up: taxes, family, and charity. Here’s how to minimize taxes.

It is essential to understand the differences between the estate tax and inheritance tax and how they might apply to you.

Inheriting a house can be a financial rollercoaster. Here are five tips to help you manage the inheritance of your parents’ home.

As the year draws down, many are considering the possibility of higher tax rates in the future, both as a result of a paying back the...

On March 27, 2020, President Trump signed into law the Coronavirus Aid, Relief and Economic Security Act (CARES Act)...

As a new year (and a new decade) dawns, we want to express our excitement for all that’s in store for 2020.

During the final weeks of 2019, the Senate passed significant tax and retirement reforms that were signed into law by the President.

Before the holidays take up most of your time, now is a great time to think through different possibilities to minimize your tax bill.