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
Pathway Law Says Stop Letting the Government Inherit Your Estate - FinancialContent - Stock Market... estate planning and smart tax planning go hand in hand. To help local ... Stock Quote API & Stock News API supplied by www.cloudquote.io
Monarch Tractor Closes, Sells Assets to Caterpillar - Successful Farming... and pathways visible. Think You're Too Young for a Farm Estate Plan? Think Again · Successful Farming. Newsletters. Follow Us. News · Markets ...
IRS flagged FATCA noncompliance but followed up with few exams, penaltiesnews; TAX PRACTICE & PROCEDURES. IRS flagged FATCA noncompliance but ... Estate planning in a post-OBBBA world · Application of grandfathering ...
Why estate planning matters during Financial Literacy Month - Herald Community NewspapersThe worldwide pandemic has threatened many of the businesses you rely on every day, but don't let it take away your source for local news. Now ...
Snapp Danberg and Tyler: Time is right to check estate plan - Delaware State NewsEstate planning here is not a distant concern. It is a present and growing reality for a large portion of residents, and tax season often brings that ...
