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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
Don't Take the 'Heartbreak Express' to Estate Disputes - The Daily UpsideNot every estate planning dispute is avoidable, but a solid plan and proactive communication can help prevent the worst outcomes.
What the industry gets wrong about DIY investors | Financial PlanningChief Correspondent. Tobias Salinger is Financial Planning's chief correspondent, with nearly a decade of experience covering wealth management, ...
LegacyGuard Estate Planning On Why So Many Inherited Homes End Up Being Sold... Estate Planning On Why So Many Inherited Homes End Up Being Sold here. Delete press release. Edit press release. News-ID: 4655853 • Views: 3. More ...
CovingtonAlsina Announces October Financial Education Workshops in Annapolis... estate planning, and financial literacy for children and teens. The ... These staff postings are general news postings made by our team of ...
Estate planning - The PantagraphYour estate plan may have accomplished exactly what you wanted. But what happens when growing wealth creates a whole new set of challenges?
