Your “estate” is defined as all property owned by you at the time of your death including but not limited to bank accounts, stocks, bonds, securities, life insurance policies, property, jewelry, automobiles and artwork. At the Chehardy Sherman law firm we have a strong history of assisting clients concerned with asset protection. Our business and personal financial and estate planning will protect your earned wealth. We are prepared to advise you on how to best manage the complex state and federal tax codes that can often erase more assets than necessary. Our knowledge of the Federal Estate and Death tax code will assist you when planning the outreach of your estate. Whether your business is an LLC, S-Corp, or corporation, the lawyers at Chehardy Sherman will help you understand and implement the best strategy for protecting the finances that you have worked to acquire. The earlier you plan, the stronger you are when it comes to keeping your assets. Our comprehensive estate plans are designed to give you peace of mind when it comes to knowing that your estate is secure. Look to Chehardy Sherman for advice on wills, trusts, retirement planning, and estate planning. Our detailed estate plans will make many decisions easy at the most difficult time of your loved ones lives. The size of your personal or business wealth does not matter when it comes to the need for estate planning. A well-planned estate will ensure that assets are properly and quickly transferred. If your family’s future is on your mind, then the team at Cherhardy Sherman are the best to employ to help you keep your wealth and assets for those you choose, minimize estate taxes and provide a legacy from your own planning. Our customized estate plans will answer your questions on gifting or donating to a charity or foundation. We will assist you with asset protection and business succession plans. We, at Chehardy Sherman, look forward to helping you plan for the future and generations to come.
David R. ShermanSteven E. Hayes
Louis J. Lupin
Joshua O. Hess
