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Vincent Chambers, Esq.
Apr 20, 20223 min read
Will Your Children Need Help Executing Your Will?
Reflect on your estate plan and empower your children to carry out your wishes.
91 views
Yvonne Darby
Mar 10, 20224 min read
What To Do When Your Spouse Dies
This checklist can help you take one step at a time and prioritize the decisions that need your attention.
86 views
Vincent Chambers, Esq.
Feb 17, 20224 min read
Legacy Planning: Not Just for Your Parents
An overview of Sherwood's Living Legacy Planning and a couple of key areas of interest: medical care and real estate.
62 views
Hannah Boundy, CFA®, CFP®
Jan 25, 20224 min read
January 2022 Market Update
Given the current selloff, we wanted to take a moment to examine some likely contributing factors to the market’s behavior.
30 views
Hannah Boundy, CFA®, CFP®
Jan 21, 20225 min read
Teaching the Grandkids to Ski: A Living Legacy Story
Introducing our newest service: Living Legacy Planning - a holistic approach to planning for those wanting to create their legacy now.
82 views
Yvonne Darby
Jan 2, 20224 min read
Should you list your Minor Children as Beneficiaries of your Retirement Accounts?
Do your due diligence to ensure that your children are taken care of should you and your spouse pass away while they are minors.
262 views
Michael Davis, CPA
Dec 20, 20214 min read
Tax Efficient Gifting - How to Give More and Pay Less
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.
61 views
Vincent Chambers, Esq.
Dec 2, 20216 min read
“The Talk”: How to Have Difficult End of Life Conversations with Your Parents
Here are six steps for establishing productive, respectful end of life conversations with your parents.
69 views
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