Vincent Chambers, Esq.
The Tax Law is Changing – Can a Grantor Retained Annuity Trust (GRAT) Help?
Exploring how a GRAT works in light of the changing estate and gift tax exemption.
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Yvonne Darby
- Mar 14
- 5 min
Generational Wealth, Not Just for the Elite
What is Generational Wealth and how do I create it for my family?
29 views
Hannah Boundy, CFA®, CFP®
- Aug 10, 2022
- 5 min
Making an Impact with Your Donor-Advised-Fund
A Donor-Advised-Fund is a great way for the charitably minded to make a meaningful difference while remaining financially efficient.
42 views
Hannah Boundy, CFA®, CFP®
- Jun 8, 2022
- 4 min
Three Tax Shortfalls That Could Impact Your Living Legacy
When it comes to executing your living legacy, here are three potential tax mistakes that could set you back.
41 views
Vincent Chambers, Esq.
- Feb 17, 2022
- 4 min
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.
60 views
Hannah Boundy, CFA®, CFP®
- Jan 21, 2022
- 5 min
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.
80 views
Michael Davis, CPA
- Dec 20, 2021
- 4 min
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.
56 views
Michael Davis, CPA
- Oct 13, 2021
- 3 min
Estate Tax versus Inheritance Tax: Who Pays and Does It Apply to You?
It is essential to understand the differences between the estate tax and inheritance tax and how they might apply to you.
84 views
Vincent Chambers, Esq.
- Sep 28, 2021
- 5 min
5 Things to Consider When Inheriting Your Parents' House
Inheriting a house can be a financial rollercoaster. Here are five tips to help you manage the inheritance of your parents’ home.
99 views
Hannah Boundy, CFA®, CFP®
- Oct 5, 2020
- 3 min
Is a Roth Conversion a Good Idea?
As the year draws down, many are considering the possibility of higher tax rates in the future, both as a result of a paying back the...
42 views
Guest Contributor
- Apr 29, 2020
- 4 min
The CARES Act – What It Means for You
On March 27, 2020, President Trump signed into law the Coronavirus Aid, Relief and Economic Security Act (CARES Act)...
34 views
Hannah Boundy, CFA®, CFP®
- Jan 5, 2020
- 2 min
2019: A Year in Review
As a new year (and a new decade) dawns, we want to express our excitement for all that’s in store for 2020.
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Matthew Davis, CFP®
- Jan 4, 2020
- 4 min
Opportunities and Challenges from the SECURE Act
During the final weeks of 2019, the Senate passed significant tax and retirement reforms that were signed into law by the President.
30 views
Matthew Davis, CFP®
- Nov 3, 2019
- 2 min
Tax Saving Ideas for 2019
Before the holidays take up most of your time, now is a great time to think through different possibilities to minimize your tax bill.
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