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
Williamsport attorneys named to 'Super Lawyers' list | News, Sports, JobsMarshall, Parker & Weber, LLC, a local elder law and estate planning firm, recently announced that certified elder law attorney Matthew J. Parker ...
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Death doesn't stop bills from coming, but you don't have to pay them all - USA TodayEstate planning. Add Topic. PERSONAL FINANCE. Death doesn't stop bills ... You can reach her at mjlee@usatoday.com and subscribe to our free Daily Money ...
Losing a Spouse: Navigating Grief and Financial Decision-Making - Two River TimesHome News Losing a Spouse: Navigating Grief and Financial Decision-Making ... planning, caregiving or estate decisions. In some cases, involving ...
Vanilla: Estate Planning Platform Expands To Carson Group's 600+ Advisor Network... estate planning into broader financial planning services. Carson Group ... Pulse 2.0 focuses on business news, profiles, and deal flow coverage.
