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
Why Turning 40 Is A Financial Wake-Up Call For Single Professionals - ForbesBreaking News · White House Watch · Daily Cover Stories · Forbes ... Planning for incapacity or death: engage a qualified estate planning attorney.
He Paid $80 a Month for a Term Policy Starting in 1998 and Never Thought About It Again ...Authoritative Financial News ยท Since 2006. AI ... A beneficiary form filled out in 1998 quietly overruled decades of careful estate planning ...
Siddharth Pardesi Joins Client Associates as Chief Business Officer and Managing PartnerOnline training, news, education and information for the wealth ... estate advisory, immigration services and estate planning. According to ...
Inheritance financial literacy test risks - MoneywiseFollow us on Google for more Moneywise news. Add us on Google ... estate planning attorney and owner of Arch Legacy Firm, told Moneywise.
Estate Planning: Catching up on readers' questions - NWI TimesEstate Planning: Catching up on readers' questions. Christopher Yugo ... Get the latest local business news delivered FREE to your inbox weekly.