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
Warren Buffett's Surprising Advice for Parents: Let Your Kids Read Your Will FirstBuffett's estate planning strategy can be a chance for meaningful family discussions instead of potential discord. ... News · Investing · Simulator ...
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What should veterans know about estate plans? Check these key elements - Florida TodayA comprehensive estate plan for a veteran should include a will or trust, powers of attorney, and VA benefits planning. Veterans can document their ...
How to use AI as a financial assistant – and when to ask a pro - NBC4 Washington... estate planning, setting up businesses or combining finances with a spouse. ... Our News Standards · Submit Tips for Investigations · Newsletters ...