Estate Planning Information
Estate planning encompasses the growth, conservation, and transfer of an individual’s wealth through the creation and maintenance of an “estate plan.” The purpose of estate planning is to develop a strategy that will maintain the financial security of individuals through their lifetime and facilitate the intended transfer of their property and assets at death, while taking into consideration the unique circumstances of the family and the potential costs of different methods.
All too often, we hear:
- "I'm too young to do estate planning."
- "All my property is titled in joint tenancy with my spouse so I don't need a will."
- "Estate planning is only for the super-rich."
- "Estate planning is too complicated and expensive."
- "Doesn't the government provide for that?"
- "We did our wills right after we got married 30 years ago and see no need for further planning."
If you seek advice and guidance with regard to your estate planning needs, please view our website and search for a the type of member that meets your needs. As an alternative, you can search for an Accredited Estate Planner® (AEP®) or Estate Planning Law Specialist (EPLS) designation holder in your area on the National Association of Estate Planners & Councils website.
Featured Articles
Financial Focus: Time to consider a business retirement plan? | Waverly NewspapersThe Waverly Newspapers mobile app brings you the latest local breaking news, updates, and more. Read the Waverly Newspapers on your mobile device just ...
Many hold off planning for future gifts, completing estate plan | News | tdtnews.comThe end of the year is a good prompt for financial and estate planning. Mark Lennihan/AP file. The holiday season is the time of gift giving. Thank ...
Many hold off planning for future gifts, completing estate plan - The Killeen Daily HeraldThe holiday season is the time of gift giving. However, planning for future gifts, such as those passed down through an estate, ...
Learn How to Achieve Financial Harmony with “Wealth in the Key of Life” Book - ABC4 Utah... News provided by. EIN Presswire. Dec 24, 2024, 3:29 PM ET. Concurrent Financial Planning financial advice firm. Concurrent Financial Planning. Dr ...
Zach Harney, Financial Planning: The holidays are a time to reflect on your family's whyRegardless of how much wealth your family has, this is a season to consider the "why" behind your resources. Are they purely for your comfort and ...