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
Indigenous Peoples Day Celebration - Oct. 9 - Alaska Public MediaNews · Latest News · Alaska News Nightly ... Nora's practice primarily focuses on Estate Planning, Probate, and Guardianship/Conservatorship matters.
Gallagher Pool Helping Investors Stay Ahead of the Curve | FOX 5 San Diego“We have helped our clients save tens of millions of dollars in taxes through estate planning, asset location, and fixed-income strategies.” While ...
Indianapolis wealth management firms merge - Inside INdiana Business... news release. ... Wellington Wealth Strategies said the merger will allow the firm to provide offering investment management, retirement planning, ...
Avoid common mistakes when making estate plan - Cleveland Jewish NewsWhatever your net worth, you must feel it is significant enough to warrant meeting with an estate planner. Kim Stein of Ulmer & Berne in Cleveland ...
Guardianship 101: How to Navigate (and Avoid) Guardianship Proceedings - Jackson Walker LLPThis changing dynamic means that conversations on estate planning and guardianship are critical. ... Subscribe to JW News & Insights.
