Estate and Legacy Planning

Estate and Legacy Planning

How do I protect my spouse and loved ones from my incapacity or passing?

Our approach is to run “fire drills” to help you ensure you have a plan in place for whomever is going to take on health and financial decisions for you in an emergency.

We conduct regular in-depth reviews for our clients on the following:

• Trusted Contacts
• Titling
• Powers of Attorney
• Successor Trustees
• Beneficiary Designations
• Charitable Planning

_{Sherrill Wealth Management does not offer legal or tax advice. You should consult a legal or tax professional regarding your individual situation.}