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
Expect Scrutiny: Estate and Gift Tax Examinations in Focus | Farrell Fritz, P.C. - JDSupraNews & Insights. Popular; Labor & Employment · Finance ... Likewise, transfers involving grantor trusts, intrafamily loans, and other estate planning ...
America's $124 Trillion Wealth Transfer Brings Focus to Jewelry Assets - NewsweekWant the morning news straight to your inbox? ... estate planning will increasingly require advisors to look beyond traditional financial assets.
How the Malcolm-Jamal Warner and Chadwick Boseman estate disputes spotlight a crisis ...At the time of their deaths, neither had an updated will. As both estates become the subject of public legal battles, estate planning attorneys say ...
Bill targets $10M+ retirement accounts with new distribution rules - Financial Planning... News · Raymond James on track to top advisor recruiting record, CEO says. Raymond James posted record client assets, continued strong advisor ...
Butterfly Network director entities sell 659913 shares | BFLY Insider Trading - Stock Titan... estate-planning plan ... Live News · Financial Tools · Stock Market Hours. Links. RSS feed · Facebook · Reddit · Add to Google.
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