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
LPL surges in JD Power advisor satisfaction rankings ahead of Commonwealth onboarding... News Wealth management Professional ... Clients aren't just curious about estate planning, they're insisting that their advisors provide it.
Lisa Newman Law | Estate Planning & Probate Attorneys - D Magazine... planning and probate firm helping individuals and families create customized estate ... Dallas' most important news stories of the week, delivered to ...
Trust & Will cuts staff amid restructuring, AI disruption - InvestmentNewsA spokesperson for the estate planning fintech cited AI's reshaping of the industry as Trust & Will restructures its business.
OnePoint BFG selects RISR to strengthen business owner planning - FinTech Global... estate planning, retirement, insurance, tax and liquidity events. OnePoint BFG Wealth Partners operates as Bleakley Financial Group, an SEC ...
Are you richer than you think? If so, it's time to think about who is going to get your moneyTed Rechtshaffen, MBA, CFP, CIM, is president, portfolio manager and financial planner at TriDelta Private Wealth, a boutique wealth management firm ...