Estate Planning

 


Building wealth and protecting wealth go hand in hand.  Without proper planning, 70% or more of your assets may end up with the IRS, not your heirs.  It is important that your beneficiaries, loved ones, and favorite charities be provided for in the best manner possible.

So that you receive the best possible estate planning advice, we work with some excellent estate planning attorneys and CPAs.  We will also work closely with your own team of estate planners.

We help your estate planners evaluate alternative combinations of investment strategies to reduce estate tax and meet your objectives.

To learn more about estate planning, please read our Estate Planning section of Investment Tips.

 

 
Depending on your situation, we can help you:
  • Significantly increase the assets and income available to your children, their children, and other beneficiaries
  • Reduce probate time and costs
  • Reduce federal estate taxes
  • Assure that the special needs of your loved ones will always be met


We provide independent advice without jargon.


Contact us for additional information

Eric Linger, dba Sherwood Investment Services, is a registered investment advisor in the State of Washington and New Jersey. The advisor transacts business only in states where it is appropriately registered or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

 

 

Sherwood Investment Services - © 2017