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
How executive benefits impact an estate plan - Insurance News | InsuranceNewsNetAdvisors increasingly deal with executive benefits when creating an estate plan for business executives. What to know.
The Next Era of Wealth Management with Edelman's Ralph HaberliRalph Haberli of Edelman Financial Engines says technology will deepen planning while human connection defines advisor success.
European Commission concludes French DPC compatible with EU rules - STEPIndustry News; European Commission concludes French DPC ... Although the EU regulation has materially improved cross-border estate planning ...
Proper planning can reduce estate conflicts in blended families - Columbus Jewish NewsBlended families can pose challenges, even for the healthiest and most well-adjusted ones. But while navigating the interpersonal relationships ...
Mercer Advisors Named to Inaugural CNBC Elite Advisors List - Business WireThe company offers comprehensive, fee-based family office services, including financial planning, estate and tax planning, insurance solutions, and ...
