Estate & Legacy
Planning

Are my legal documents up to date?

If you don't implement effective legal documents that are up to date, then all of your retirement planning you have done could go to waste. Estate and legacy planning can be one of the most critical steps in your retirement plan. We are happy to work with you and a qualified estate planning attorney to help you pass on the legacy you choose.

How do revocable living trusts work?

A revocable living trust avoids the probate system and allows assets from an estate to be passed onto the heirs without governement involvement. Through a revocable living trust, you can dictate how your assets can be passed to children or other beneficiaries.

What are some additional benefits of having a trust?

By having a trust, your estate can remain private. No one knows the estate assets other than those who are beneficiaries, along with the trustee(s) of the trust. A properly funded trust stays out of the probate process and as such, it does not become part of the public record.

Structure
Privacy
Avoiding Probate
Tax Exemption

Our firm is not permitted to offer, and no statement contained herein shall constitute, tax or legal advice. You should consult a legal or tax professional on any such matters.

Do You Need Help With Your Estate Planning?

We are happy to work together with you and a qualified estate planning attorney to help you learn more about estate planning and ensure they work in concert with your overall financial strategy.

Call Now: 949.859.8900

SCHEDULE A FREE CONSULTATION

949.859.8900

Dan Ohlwiler CA Insurance License #0601944

Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Dan Ohlwiler or Sterling Financial Advisors is stated or implied.

The National Ethics Association (NEA) is a paid membership organization. All NEA Background-Checked members have successfully passed the annual seven-year background checks for criminal, civil, and business violations in order to meet the membership standards. However, the association provides no guaranteed assurance or warranty of the character or competence of its members. Always make financial decisions on the basis of your own due diligence.

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Sterling Financial Advisors are not affiliated companies.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits, safety, security, or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

AW04182598