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
Risks of Do-It-Yourself Estate Planning - News Channel 5On this episode of Retirement Report, host Hank Parrott talks about the importance of having an estate plan.
Digital legacy planning: Protecting your online life for the people you love - KXIII'm like, man, do I have my will, my estate planning and everything else? ... Send us YOUR news tips! TMC Medical Minutes · Outdoors · Community.
Retirement Report: Risks of Do-It-Yourself Estate Planning pt1 - YahooRetirement Report: Risks of Do-It-Yourself Estate Planning pt1. WTVF ... CBS News · At least 17 killed after vehicle loaded with explosives rams ...
Cerity Partners Merges with Gilbert & Cook, Building on More Than 30 Years Serving Clients ...Close submenu (News in Focus)News ... The firm provides financial planning, investment management, business owner consultation, generational estate ...
Digital legacy planning: Protecting your online life for the people you love - WFSBI'm like, man, do I have my will, my estate planning and everything else? ... Latest News. Police seized nearly 100 pounds of cannabis products ...