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Preserving Wealth with a Spousal Lifetime Access Trust (SLAT)
An overview of SLATs, when one might be appropriate, and potential drawbacks.
Vincent Chambers, Esq.
Sep 29, 20235 min read
21 views
What's the Best Way to Save for My Child's or Grandchild's Future?
With so many options and so many unknown future variables, here’s a quick guide on the most efficient way to save for your kid’s future.Â
Yvonne Darby
Aug 22, 20234 min read
23 views
Why Meaning Matters in Legacy Planning (and how to find it)
Looking for meaning in the good, the true, and the beautiful and utilizing planning to maximize your impact.
Hannah Boundy, CFA®, CFP®
Aug 22, 20233 min read
50 views
The Price of Cheap Legal Advice
Like so many other things in life, when it comes to legal advice – you get what you pay for.
Hannah Boundy, CFA®, CFP®
Jul 19, 20233 min read
36 views
Donating Stock to Charity—Both You and the World Benefit
We all know how to donate cash to charity, but there’s another way that you can support your favorite causes: donating your stock.
Guest Contributor
Jun 14, 20232 min read
21 views
5 Tips for Raising Kids in the Face of a Large Inheritance
Five tips for encouraging your kids to build autonomy, that a financial gift might be a blessing and not a curse.
Hannah Boundy, CFA®, CFP®
Jun 14, 20236 min read
44 views
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.
Vincent Chambers, Esq.
May 17, 20234 min read
27 views
Guiding the Conversation About Generational Conflicts of Interest
A few talking points for guiding a meaningful conversation around generational conflicts of interest.
Hannah Boundy, CFA®, CFP®
May 17, 20233 min read
24 views
Is Your Life Insurance Policy Still Necessary?
How does your life insurance coverage fit into your overall financial plan?
Yvonne Darby
May 17, 20233 min read
19 views
Estate Planning at Any Age
Is it too soon to be thinking about an estate plan?
Yvonne Darby
Apr 20, 20234 min read
28 views
Should My Trust Have Co-Trustees?
Exploring what a trustee does and some of the benefits and drawbacks of co-trustees.
Vincent Chambers, Esq.
Apr 18, 20235 min read
76 views
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.
Vincent Chambers, Esq.
Mar 15, 20234 min read
70 views
Permission to Leave Your Mark
How financial quarterbacking can maximize your impact, now and into the future.
Hannah Boundy, CFA®, CFP®
Feb 22, 20233 min read
45 views
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.
Matthew Davis, CFP®
Dec 7, 20224 min read
42 views
2022 Family Wealth and Values Conference Recap
A recap of our 2022 Family Wealth and Values Conference.
Hannah Boundy, CFA®, CFP®
Jun 6, 20221 min read
32 views
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...
Yvonne Darby
May 24, 20224 min read
57 views
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.
Yvonne Darby
Mar 10, 20224 min read
86 views
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.
Vincent Chambers, Esq.
Feb 17, 20224 min read
64 views
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.
Hannah Boundy, CFA®, CFP®
Jan 21, 20225 min read
82 views
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.
Yvonne Darby
Jan 2, 20224 min read
285 views
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