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 do retirees struggle to spend their savings? New research reveals the decumulation ...Survey of near-retirees and retirees finds widespread anxiety about drawing down savings, with a clear confidence boost for those who plan ahead.
Legacy Keeper launches AI estate-planning platform for advisors | Let's Data ScienceBetaKit reports that Victoria, BC-based startup Legacy Keeper officially launched today as an AI-powered platform to help financial advisors and ...
Why premium-financed IUL is failing - Insurance News | InsuranceNewsNetThe widespread failure of these plans is the natural and foreseeable result of an unstable financial design.
Goldman, JPMorgan grant work-from-home passes as World Cup crowds threaten Wall ...Two of Wall Street's most vocal opponents of remote work are bending their own rules for the tournament.
Legacy Keeper launches to organize estate planning with AI agents - BetaKitThe Victoria, BC-founded platform aims to cut down work for financial advisors.
