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
Cross-Border Tax Planning for Investors with Global Holdings - ImpakterTags: Cross-Border Tax PlanningEstate PlanningForeign AssetsForeign ... Related News. ESG news regarding Albania facing EU warning and coastal ...
The Succession and Estate Planning Survey 2026 - Strengthening Governance, Managing ...Online training, news, education and information for the wealth management community in Asia. Compliance, learning, regulation, skills, products, ...
94% see need for a will, but only half have one: poll - YouTubeCTV News on TikTok: https://www.tiktok.com... CTV News on X (formerly Twitter): / ctvnews CTV News on Reddit: / ctvnews CTV News on LinkedIn: / ctv- ...
Wealth Management EDGE Day 2Estate Planning · Financial Planning · High Net Worth · Insurance ... Latest news. KraneShares CIO Brendan Ahern (left), Robostore founder and CEO ...
Syracuse Estate Planning Attorney Frederick P. Davies Guides New York Families Through ...A living trust estate plan can also help families avoid ancillary probate in other states for out-of-state real estate. William P. Davies, a partner ...
.png)