I think one of the most critical things I’ve learned in recent years is the importance of learning to live in nuance.

Reflections on finite resources and how best to assign them to our goals and values. 

A few great ways to help invest for and in your kids in a tax-efficient manner.

The benefits of having a financial advisor and planner in your corner.

Why giving matters and how to include your family in your charitable legacy.

Practice living your legacy now while you’re still working in preparation for living your financial legacy in retirement.

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.