Estate Planning

Your estate plan is an essential part of financial planning. You want to select someone you trust to make medical and financial decisions for you, in case you become unable to make them yourself. And you want to make sure your assets – both financial and personal – will be distributed according to your wishes when the time comes. We are here to help you make, and plan for, those critical long-term decisions.

While not always comfortable topics, setting down clear directions can bring peace of mind, both because there is a roadmap and because you have relieved your heirs of the burden of not knowing what you would have wanted

Click here to learn how we help with Tax Planning as well, which can have a critical impact on Estate Planning and here to learn about Retirement Planning.

And click here to get started with a free consultation to discuss how we can help you address important Estate Planning decisions.

Work With Us

Work
with us

We at Sherman Wealth Management want to work with you to make your goals and needs a reality. Whether you’re located in Maryland or Washington, DC, or if you’re across the country or world, we offer a complimentary 30-minute introductory call where we review your portfolio and financial goals and discuss ideas to get you on track to meeting those goals.