Yvonne Darby
What To Do When Your Spouse Dies
This checklist can help you take one step at a time and prioritize the decisions that need your attention.
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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.
62 views
Hannah Boundy, CFA®, CFP®
- Jan 25, 2022
- 4 min
January 2022 Market Update
Given the current selloff, we wanted to take a moment to examine some likely contributing factors to the market’s behavior.
30 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.
82 views
Yvonne Darby
- Jan 2, 2022
- 4 min
Should 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.
240 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.
59 views
Vincent Chambers, Esq.
- Dec 2, 2021
- 6 min
“The Talk”: How to Have Difficult End of Life Conversations with Your Parents
Here are six steps for establishing productive, respectful end of life conversations with your parents.
68 views
Hannah Boundy, CFA®, CFP®
- Nov 12, 2021
- 4 min
The Family Meeting: How to Have the Hard Conversations About Your Estate with Your Heirs
Here are five tips to make a family meeting over your legacy plans go smoothly and even meaningfully.
115 views
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