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Serving clients since 1978 · AV Preeminent® rated
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Sterling & Associates

Practice Area

Estate Planning

Thoughtful estate planning ensures that your wishes are honored, your loved ones are protected, and your legacy endures. Our estate attorneys craft bespoke plans for every stage of life.

Overview

Estate planning is not just for the wealthy — it is for anyone who wants to ensure their wishes are carried out and their family is protected. Our attorneys help clients of all backgrounds create plans tailored to their unique circumstances.

From basic wills to sophisticated trust structures, we provide clear, actionable guidance on minimizing estate taxes, avoiding probate, and planning for incapacity.

Key Services

  • Wills & testamentary planning
  • Revocable & irrevocable trusts
  • Powers of attorney & healthcare directives
  • Estate tax planning & minimization
  • Charitable giving strategies
  • Probate & estate administration
  • Business succession planning

Frequently Asked Questions

Do I need a trust, or is a will sufficient?

It depends on the size of your estate, your privacy goals, and how complex your family situation is. We help you choose the right instruments — sometimes both are appropriate.

How often should I update my estate plan?

We recommend reviewing your plan every 3–5 years, or whenever there is a major life event such as marriage, divorce, the birth of a child, or a significant change in assets.

What happens if I die without a will?

Your estate passes under state intestacy laws, which may not reflect your wishes. Court proceedings can be lengthy and expensive for your family.

Attorneys in this practice