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.
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Cortes Law Firm Enhances Probate Attorney Services to Address Growing Estate ...The Oklahoma City-based firm, which specializes in probate law, trust administration, and estate planning, has refined its approach to help executors ...
Cortes Law Firm Announces Enhanced Estate Planning Resources for Oklahoma City ...... news staff of the USA TODAY Network were not involved in the creation ... The expanded resources address critical aspects of estate planning, probate ...
USA Today names local financial planning firm one of the best in the countryAccording to a news release from the Fauquier Chamber of Commerce, the ranking recognizes firms based on client satisfaction, peer recommendations and ...
Why Unmarried Couples Need an Estate Plan Now - AOL.comThat's the message from Harry Margolis, estate planning attorney and author of "Get Your Ducks in a Row. ... News · USA TODAY · Supreme Court gives ...
