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
I'm 54 with a $320000 IRA and will soon be self-employed, earning $120000 per year ... - Kiplinger... news and offers from other Future brands. Receive email from us on ... financial planning decisions. Latest. Several houses made from dollar ...
Retirement Planning in Canada: Navigating RRIF Conversions and Portfolio StrategiesRetirement marks a significant life milestone that involves numerous adjustments, especially in financial planning. In Canada, one of the critical ...
Anthony G. Engrassia: What a shutdown can do to one's finances - Rocky Mount TelegramUse reliable news and government sources so you're ready to act, not react. ... Estate Planning · Trust (law) · Social Institutions · Kinship And ...
The World's Ultra-Wealthy Make Themselves at Home in These 7 Us Cities. How They're ...... News /; Investing News. The world's ultra-wealthy make themselves at ... That means tax optimization, estate planning and insurance safeguards.
Cabot-based firm Everyday CFOs to open new office | Northwest Arkansas Democrat-GazetteEveryday CFOs also offers retirement and investment planning as well as professional estate planning. ... News. National · State · Local · World ...
