Estate Planning

Hover Box Element

Struggling to get your estate plan for the first time or updated? Many of our clients do. We start this process by asking you what’s important to you about your legacy goals and then providing education around the tools that would best help you accomplish your goals and objectives. We often find that a friendly and respectful nudge from the Sterling team moves this project forward. We often coordinate the effort with an estate planning attorney and or your tax professional for a smoother ride.

Estate planning involves determining how your assets will be preserved, managed, and distributed after death in the most tax efficient manner possible. It also considers the management of an individual’s properties and financial obligations if you become incapacitated.

A properly crafted estate plan will provide a means to seamlessly and tax efficiently transfer your wealth to the next generation or charitable organizations you favor. It also means putting a plan in place to manage your finances if you cannot due to incapacity.

Estate Planning

Hover Box Element

Struggling to get your estate plan for the first time or updated? Many of our clients do. We start this process by asking you what’s important to you about your legacy goals and then providing education around the tools that would best help you accomplish your goals and objectives. We often find that a friendly and respectful nudge from the Sterling team moves this project forward. We often coordinate the effort with an estate planning attorney and or your tax professional for a smoother ride.

Estate planning involves determining how your assets will be preserved, managed, and distributed after death in the most tax efficient manner possible. It also considers the management of an individual’s properties and financial obligations if you become incapacitated.

A properly crafted estate plan will provide a means to seamlessly and tax efficiently transfer your wealth to the next generation or charitable organizations you favor. It also means putting a plan in place to manage your finances if you cannot due to incapacity.