Procrastination is the leading cause of why retirees have not properly planned for retirement. Of the common pitfalls is not having the proper legal items in order: Wills, Living Wills, Powers of Attorney for Health and Power of Attorney for Assets. In some cases, a Trust is also essential to ensure the loved ones we leave behind, do not inherit a mess, rather than a legacy.
Sterling First Financial assists our clients to outline a plan that will reduce the possibility of probate and maximize the value of the estate by reducing taxes and other expenses.
To learn more about our estate planning services or to schedule a complimentary consultation, please click here or call us toll-free at 1-800-290-3252.