Estate Planning
“Someone’s sitting in the shade today because someone planted a tree a long time ago.”
- Warren Buffet
Estate Planning Goals
Manage your wealth with confidence and clarity.
Our Estate Planning approach is designed to create confidence by aligning your plan with your goals. Here is how we work with you and the benefits of choosing us as your trusted partner:
We begin by cataloging all essential estate planning documents, such as wills, trusts, and powers of attorney, noting their creation or revision dates. This ensures your documents are up-to-date and reflect your current intentions.
We document the individuals you’ve entrusted to assist during incapacity or after your passing, such as executors, trustees, or guardians. This step clarifies roles and responsibilities to ensure a smooth transition when the time comes.
We carefully review any ongoing support requirements, such as for dependents with special needs or other family obligations, to ensure your estate plan provides for those who matter most.
We work with you to articulate and document your legacy objectives, whether they involve charitable giving, family wealth preservation, or other personal aspirations. This ensures your estate plan reflects your values and vision.
We assess potential tax exposure for your surviving spouse or final beneficiaries, aiming to reduce tax burdens and maximize the value of your estate. Our strategic approach helps carry-on your assets for future generations.
When needed, we partner with qualified estate planning attorneys to ensure your plan is legally binding and tailored to your unique circumstances, providing an added layer of expertise and confidence.
- Inventory Key Documents
- Identify Key Individuals
- Address Special Needs and Obligations
- Define Legacy Goals
- Evaluate Tax Implications
- Collaborate with Experts
The Sterling Wealth Management Advantage
Partnering with Kyle Kay, CFP®, AIF®, and Sterling Wealth Management provides you with a trusted advisor dedicated to your financial success. Our disciplined, client-centered approach delivers:
Clarity:
A clear, customized investment plan aligned with your goals.
Confidence:
Assurance that your investment objectives are reflected in your portfolio risk and tax strategy.
Personalized Guidance:
Expert advice from Kyle Kay, CFP®, AIF®, who brings professional experience and a commitment to your financial well-being.
By working with us, you gain a partner who simplifies the complexities of investment planning, empowering you to achieve your financial goals with confidence.