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
Free estate planning services available to Lucas County veterans - YahooLucas County veterans will have an opportunity to prepare estate planning documents at no cost during an event on Friday, Nov. ... ABC News · US envoys ...
Estate planning provider Luminary raises $22M - Investment NewsSubsequent generations of financial planning software have expanded on that formula, from detailed cash flow-based tools like NaviPlan and MoneyTree ...
Free estate planning services available to Lucas County veterans | wtol.comLocal News. Free estate planning services available to Lucas County veterans. Lucas County veterans can receive free help preparing estate documents ...
Holly Marcum on Estate Planning, Legal Services and Community Work in the RiverbendOn Our Daily Show, attorney Holly Marcum of Keith Short and Associates in Alton discusses her work in estate planning, probate and guardianship, ...
Daily Upside Founder Launches RIA with Former Mercer Advisor - Wealth ManagementEstate Planning · Financial Planning · High Net Worth · Insurance ... Patrick Trousdale, founder of financial news company The Daily Upside, has ...