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
San Francisco Giants Get High Valuation After Minority Stake Is Up For SaleTurner also said that this stake is related to estate planning. Overall, this shouldn't come as too much of a surprise. The Baltimore Orioles were ...
2024 ELCA Foundation Assembly Report - Grand Canyon Synod of the ELCAWhether you're considering leaving a legacy through an endowment, navigating estate planning, or exploring creative ways to support your congregation, ...
AWS Law Firm: Leading the Way in Estate Planning and Legal Innovation - PANHANDLEOffering Estate Planning, Trusts, Probate, Wills, and POAs in FloridaIn a world where legal services often seem impersonal and daunting, ...
Trust & Will forges strategic partnership with LPL - InvestmentNewsNews · Fintech. Trust & Will forges ... Highlighting the pivotal role of estate planning in financial ... Industry News; April 25, 2024. Fed will cut once ...
How to Help Your Loved One Navigate the Costs of Dementia Care - Nasdaq... News & Insights. Smart Investing · Markets ... From estate planning to home tech gadgets ... Sign up for the TradeTalks newsletter to receive your weekly ...