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.