Legacy Planning is for everyone [i], not simply when you’re reaching your later years. There are many ways that Legacy Planning takes...

While uncertainty strains financial markets, stress testing your financial plan and investing defensively can help you weather the storm.

How Monte Carlo testing can help reassure you of your financial plans in the face of higher inflation.

Reflect on your estate plan and empower your children to carry out your wishes.

This checklist can help you take one step at a time and prioritize the decisions that need your attention.

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

Given the current selloff, we wanted to take a moment to examine some likely contributing factors to the market’s behavior.

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