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
You Filed Your Taxes. Now Start Your Estate Plan, Says BeyondWill - Yahoo FinanceAbout BeyondWill BeyondWill is an AI-assisted estate planning ... Mortgages Credit Cards Sectors Crypto Heatmap Financial News. About. Data ...
NetLaw and Hargrove Firm Now Support RIAs Overseeing More Than $400 Billion in AUM ...NetLaw enables financial advisors to deliver comprehensive estate planning ... news/home/20260421819306/en/. CONTACT: Media. Trevor Davis. Gregory ...
NetLaw and Hargrove Firm Now Support RIAs Overseeing More Than $400 Billion in AUM ...NetLaw enables financial advisors to deliver comprehensive estate planning ... Wish your news had this kind of reach? Sign Up · Learn About ...
OIG Advisory Opinion 26-04: ASC Ownership Transfers, Retirement and Estate Planning ...The arrangement proposes a three-phase ownership transition structure, as set forth below, driven primarily by estate planning objectives and the ...
Kravets Law Group Tracks Proposed Illinois Estate Tax Changes Under HB2601"Estate planning works best when it accounts for both the law as it stands today and the changes that may be on the horizon. Our job is to help ...
