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
Lawrence CPA firm agrees to sell portion of its business to national wealth management groupShe said Merit has a deeper set of connections with experts in certain realms of wealth management, such as estate planning, Medicare management and ...
Live your dream: Making the most of your retirement accounts - UBSUnderstanding how spending may change in retirement; The importance of estate planning. Disclaimer ... news · Careers · Investors relations. Contact us.
Why You Should Never Overlook a Surprise Estate Planning Lawyer - GIS userGISuser Tech News. Why You Should Never Overlook a Surprise Estate Planning Lawyer. One of the foremost tasks you can undertake on behalf of ...
Estate planning is fintech's next frontier - The HustleFintech startups are racing to modernize responsibilities like drafting wills and setting up trusts.
Can managed accounts outperform their own fees? - Financial PlanningA new Morningstar study found that managed accounts can meaningfully increase retirement wealth, especially for younger workers and do-it-yourself ...
