Vincent Chambers, Esq.
Preserving Wealth with a Spousal Lifetime Access Trust (SLAT)
An overview of SLATs, when one might be appropriate, and potential drawbacks.
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Yvonne Darby
Aug 22, 20234 min read
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
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Hannah Boundy, CFA®, CFP®
Aug 22, 20233 min read
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.
49 views
Hannah Boundy, CFA®, CFP®
Jul 19, 20233 min read
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.
36 views
Guest Contributor
Jun 14, 20232 min read
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.
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Hannah Boundy, CFA®, CFP®
Jun 14, 20236 min read
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.
44 views
Vincent Chambers, Esq.
May 17, 20234 min read
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, 20233 min read
Guiding the Conversation About Generational Conflicts of Interest
A few talking points for guiding a meaningful conversation around generational conflicts of interest.
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Yvonne Darby
May 17, 20233 min read
Is Your Life Insurance Policy Still Necessary?
How does your life insurance coverage fit into your overall financial plan?
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Yvonne Darby
Apr 20, 20234 min read
Estate Planning at Any Age
Is it too soon to be thinking about an estate plan?
28 views
Vincent Chambers, Esq.
Apr 18, 20235 min read
Should My Trust Have Co-Trustees?
Exploring what a trustee does and some of the benefits and drawbacks of co-trustees.
74 views
Vincent Chambers, Esq.
Mar 15, 20234 min read
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.
70 views
Hannah Boundy, CFA®, CFP®
Feb 22, 20233 min read
Permission to Leave Your Mark
How financial quarterbacking can maximize your impact, now and into the future.
45 views
Matthew Davis, CFP®
Dec 7, 20224 min read
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.
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Hannah Boundy, CFA®, CFP®
Jun 6, 20221 min read
2022 Family Wealth and Values Conference Recap
A recap of our 2022 Family Wealth and Values Conference.
32 views
Yvonne Darby
May 24, 20224 min read
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...
57 views
Yvonne Darby
Mar 10, 20224 min read
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.
86 views
Vincent Chambers, Esq.
Feb 17, 20224 min read
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, 20225 min read
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, 20224 min read
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.
259 views
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