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.