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
BETTER MONEY: Wills and trusts, 1/4 - YouTubeJoel Johnson talks about wills, trusts, and estate planning in Jan. 4's Better Money. For more Local News from WFSB: https://www.wfsb.com/ For ...
How to avoid a financial holiday hangover — and it starts in January - KTAR NewsWith a little planning, you can enjoy the holidays without dragging debt into the new year. The real cost of holiday financial debt. First, let's be ...
Catawba Valley Paralegal Association plans workshop Jan. 13 - Hickory Daily RecordThe presentation will include estate planning basics, such as client concerns and core estate-planning documents, ethics in the broader legal ...
Pork producers looking for more success in 2026 | Local News | advantagenews.comAn Illinois hog producer says 2025 was a strong year, but state lawmakers need to address estate planning for farmers.
Warren Buffett Tells Parents to Let Kids See Their Will First and Understand Their Estate PlansLegendary investor Warren Buffett has estate-planning advice for all ... News · Investing · Simulator · Banking · Personal Finance · Economy · Reviews ...
