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

With so many options and so many unknown future variables, here’s a quick guide on the most efficient way to save for your kid’s future. 

Looking for meaning in the good, the true, and the beautiful and utilizing planning to maximize your impact.

Like so many other things in life, when it comes to legal advice – you get what you pay for.

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

Five tips for encouraging your kids to build autonomy, that a financial gift might be a blessing and not a curse.

An overview of pet trusts, when they might be appropriate, and how they fit into an estate plan.

A few talking points for guiding a meaningful conversation around generational conflicts of interest.

How does your life insurance coverage fit into your overall financial plan?

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

Exploring what a trustee does and some of the benefits and drawbacks of co-trustees.

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

How financial quarterbacking can maximize your impact, now and into the future.

Partners Matthew Davis and Hannah Boundy discuss prompting a conversation with your parents about their estate plans and wishes.

A recap of our 2022 Family Wealth and Values Conference.

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

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.

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

Do your due diligence to ensure that your children are taken care of should you and your spouse pass away while they are minors.