Vincent Chambers, Esq.
Should I Have a Trust for My Pets?
An overview of pet trusts, when they might be appropriate, and how they fit into an estate plan.
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Hannah Boundy, CFA®, CFP®
- May 17
- 3 min
Guiding the Conversation About Generational Conflicts of Interest
A few talking points for guiding a meaningful conversation around generational conflicts of interest.
17 views
Yvonne Darby
- May 17
- 3 min
Is Your Life Insurance Policy Still Necessary?
How does your life insurance coverage fit into your overall financial plan?
12 views
Yvonne Darby
- Apr 20
- 4 min
Estate Planning at Any Age
Is it too soon to be thinking about an estate plan?
19 views
Vincent Chambers, Esq.
- Apr 18
- 5 min
Should My Trust Have Co-Trustees?
Exploring what a trustee does and some of the benefits and drawbacks of co-trustees.
36 views
Vincent Chambers, Esq.
- Mar 15
- 4 min
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.
55 views
Hannah Boundy, CFA®, CFP®
- Feb 22
- 3 min
Permission to Leave Your Mark
How financial quarterbacking can maximize your impact, now and into the future.
39 views
Matthew Davis, CFP®
- Dec 7, 2022
- 4 min
Prompting Difficult Conversations With Your Parents
Partners Matthew Davis and Hannah Boundy discuss prompting a conversation with your parents about their estate plans and wishes.
33 views
Hannah Boundy, CFA®, CFP®
- Jun 6, 2022
- 1 min
2022 Family Wealth and Values Conference Recap
A recap of our 2022 Family Wealth and Values Conference.
21 views
Yvonne Darby
- May 24, 2022
- 4 min
Do I Have Enough Life Insurance to Protect My Family?
Legacy Planning is for everyone [i], not simply when you’re reaching your later years. There are many ways that Legacy Planning takes...
53 views
Yvonne Darby
- Mar 10, 2022
- 4 min
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.
80 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.
62 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
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.
115 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
Matthew Davis, CFP®
- Nov 1, 2021
- 4 min
When It Comes to Inheritance, Is Fair Always Equal?
Matthew Davis shares his thoughts on providing a fair division of assets when it comes to leaving an inheritance.
63 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.
86 views
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