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
Hinckley Allen expands Providence office with trusts and estates team - Boston Business JournalDemand for wealth management, estate planning has risen post-pandemic significantly. ... News · Lists and Public Records · People · Events · Store ...
Holly A Beecher - Rochester Business Journal... News · Home Textiles Today · Pet Age · WF-Vision · User Icon Sign In ... estate planning and well-trained estate planners are needed now. How do ...
Edward C. Radin - Rochester Business Journal... News · Home Textiles ... As the use of AI becomes more and more prevalent, I am certain we will see more self-prepared estate planning documents.
RPM Names Andrew G. Polanco as Vice President – Operations and Anthony R. Nicholson ...Nicholson joined RPM in 2021 as director – financial planning & corporate development, following 15 years at PricewaterhouseCoopers, and was promoted ...
Most retirement savers want an 'easy button' for planning - Housing Wire... estate planning July 1, 2026 In "Reverse". The top 5 reverse mortgage ... news coverage. see full bio. Leave a Reply Cancel reply. Your email ...
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