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
Financial Focus: Consider these year-end financial moves | Waverly Newspapers... estate-planning documents to reflect your new situation. It's also ... The Waverly Newspapers mobile app brings you the latest local breaking news, ...
Atlanta Estate Planning Attorney Trace Brooks Explains - openPR.comNews-ID: 3783893 • Views: 3. More Releases from ABNewswire. San Antonio Property Division Lawyer Linda Leeser Releases Insights on Property Owned ...
How advisors guide clients with year-end charitable giving - Financial PlanningQualified charitable distributions (QCDs), donor-advised funds (DAFs) and gifting appreciated stocks are just a few of the techniques advisors use ...
SDSU Extension to host virtual Annie's Project for women in agriculture - Brookings RegisterThe best source for breaking and local news ... estate planning and expand marketing knowledge while having fun in a supportive learning environment.
Stop Breaking the Bank: 6 Surprising Financial Resolutions - Money Talks NewsStaying proactive with your financial planning ensures you're prepared for any future shifts. Reviewing your budget regularly and maintaining a ...