Estate Planning

Estate planning can help you transfer your wealth in accordance with your wishes. Whether your goal is to protect your assets, take care of your family in your absence, leave a legacy to your next generation or favorite charitable organization, pass along a business or minimize wealth transfer taxes, Sterling Financial Group can help you design a plan and strategy that considers your wealth transfer needs and goals.

Estate Planning Services:

  • Estate Planning Review
  • Trusts
    • Living Revocable Trust
    • Irrevocable Life Insurance Trust
    • Charitable Remainder Trust
    • Generation-Skipping Trust
    • Qualified Domestic Trust
    • Special Needs Trust
    • Dynasty Trust
    • Grantor Retained Annuity Trust
    • Intentionally Defective Grantor Trust
  • Will
  • Financial Power of Attorney
  • Durable Power of Attorney for Healthcare & Living Will
  • Beneficiary Review
  • Gifting
  • Family Limited Partnership
  • Estate Tax Analysis