Complimentary eBook

The Estate Planning Playbook for Families Who Want to Get It Right

Estate planning isn’t just for the ultra-wealthy, it’s for anyone who wants to protect their family, reduce confusion, and make sure their wishes are honored.

But let’s be honest; most people either avoid estate planning altogether or check the box with a simple will and call it a day. That can lead to unnecessary taxes, legal messes, and family conflict.

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Our complimentary eBook breaks down what a thoughtful estate plan really looks like.

You’ll learn:

✔️ Why a will alone might not cut it

✔️ What documents you actually need (and when to update them)

✔️ How to avoid common mistakes that can derail your legacy

✔️ What a values-based, multi-generational plan looks like in action

At Sherr Financial Associates (SFA), we take estate planning a step further, helping families turn legal paperwork into a living, breathing strategy that reflects what matters most.

Don’t leave your family guessing.

Reach out to us to hear more about the financial planning strategies we offer