Estate Planning That Reflects Your Intentions

Protect What Matters Most—Now and for the Future

Estate planning isn’t just about documents and distributions—it’s about making sure your values carry forward, your loved ones are supported, and your legacy is preserved. At G.W. Sherwold Associates, we help you plan with precision and peace of mind.



Whether you're just starting to think about your estate or revisiting an outdated plan, we offer guidance tailored to your specific situation. Our process is thoughtful, clear, and built to help you make confident decisions.

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Clarity in a Complex Process

Estate planning can feel overwhelming, but it doesn’t have to be. We work closely with you and your legal advisors to create a cohesive strategy that aligns with your wishes—while minimizing taxes, protecting assets, and reducing complications for your heirs.

You’ve worked hard to build your wealth. We’ll help you pass it on with purpose.

Wills and Trusts

Structure your estate to reflect your priorities and protect your beneficiaries.

Tax Strategy

Reduce estate and gift taxes with smart, forward-looking planning.

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Asset Transfer

Simplify and streamline how assets move to the next generation.

Charitable Giving

Support the causes you care about while gaining potential tax benefits.

FAQ

  • What’s the difference between a will and a trust?

    A will directs how assets are distributed after death, while a trust can manage and distribute assets during your lifetime and after, often with added privacy and control.

  • Do I need an estate plan if I’m not wealthy?

     Yes. Estate planning isn’t just for the wealthy—it’s for anyone who wants to protect their family, reduce uncertainty, and make informed choices about the future.


  • Can you help with charitable trusts or foundations?

    Yes. We work with clients to incorporate charitable goals into their estate strategy in tax-efficient, meaningful ways.


  • What happens if I don’t have an estate plan?

    Without a plan, your state’s laws will determine how your assets are distributed. That can create stress, delays, and unintended consequences for your heirs.

  • How often should I update my estate plan?

    We recommend reviewing it every few years or after major life events—like marriage, divorce, birth of a child, or a significant change in financial status.