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
Why geography matters for your estate plan and your heirs - USA TodayEstate planning laws vary by state, impacting taxes and trusts. See why your location could cost you money.
What you should know about making an estate plan - Boston HeraldEstate planning can help solidify finances and secure a person's legacy upon their death. ... news at Saturday practice before opener at Seattle. How ...
SEC Moves to Scrap the Pay-to-Play Rule | The WealthAdvisorMain navigation. News. Editor's pick ยท News. News. See all News ... Estate planning, tax strategy and generational wealth. See all Tax & Estate.
Your Medicare plan may cost more in 2027: What to check - TheStreetThose changes can affect premiums, prescription drug coverage, cost-sharing, and supplemental benefits. Jae Oh, a certified financial planner and ...
The birth of a first grandchild is quite poignant and a great time to set up a trustEstate planning is something that needs to be revisited when circumstances change. ... Breaking News. Stimulating Talk.
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