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
CFP Certification: Why is it considered the gold standard in financial planning? - EdexLiveNews. CFP Certification: Why is it considered the gold standard in financial planning? Krishan Mishra, CEO, FPSB India answers questions on CFP ...
'It's all about the money,' Las Vegas family fights Ohio guardianship - 8NewsNow.com... News Now. Search. Please enter a search term. 8 News Now Investigators ... Estate planning documents are vital, according to Bookout. A judge can ...
Cramer, Thune Introduce Death Tax Repeal ActNews · Press. Cramer, Thune Introduce Death Tax Repeal Act. February 13 ... estate planning or massive tax burdens that can threaten their viability.
Long-term care planning starts with financial planning, not trustsBefore fancy trusts and gifting, before engaging attorneys, before buying insurance, put pen to paper to determine if your financial plan can ...
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