Vincent Chambers, Esq.Feb 17, 20224 minLegacy Planning: Not Just for Your ParentsAn overview of Sherwood's Living Legacy Planning and a couple of key areas of interest: medical care and real estate.
Hannah Boundy, CFA®, CFP®Jan 21, 20225 minTeaching the Grandkids to Ski: A Living Legacy StoryIntroducing our newest service: Living Legacy Planning - a holistic approach to planning for those wanting to create their legacy now.
Yvonne DarbyJan 2, 20224 minShould 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.
Vincent Chambers, Esq.Sep 28, 20215 min5 Things to Consider When Inheriting Your Parents' HouseInheriting a house can be a financial rollercoaster. Here are five tips to help you manage the inheritance of your parents’ home.