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 ArticlesCan a Power of Attorney Change a Will? - Yahoo Finance
Here is how it works. Estate planning can get complicated, quickly; working with a financial advisor goes a long way to simplifying the challenge. Estate ...These Are the Top 100 Independent Advisors and Top 100 RIA Firms - Barron's
That team of four financial advisors and seven financial planners brings Summit Trail expanded expertise and sophistication in areas like estate planning,. “Our ...Let the Estate Tax Planning Games Begin - But Where Will They Land - the House Ways and ...
The bad news is that discount planning for nonbusiness assets and grantor trust planning would be gone. Of course, this proposal is just the starting point, ...Planning for the elder in your life | Editorial | tullahomanews.com
Because of our work with older clients, people often confuse the focus of elder law attorneys with that of estate planning attorneys.Senior Care Authority and Sequoia Senior Solutions Presents Third Annual Living with ...
Lisa Isbell, MA, CSA, Certified Dementia Practitioner - What My Kids Need to Know. Bridget Mackay, Estate Planning Attorney- It's Never Too Soon to Plan, Don't ...