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
Your Money: Financial planning book offers guidance on new tax and retirement rulesYour Money: Financial planning book offers ... Jay McGowan from The Welch Group recommends quality stocks over emotional reactions to news ...
How Advisors Build Authentic Brands Through Evolution - Wealth ManagementEstate Planning for Advisors: Foundational Concepts and Best Practices ... Latest news. Ross Gerber · RIA · $4B Gerber Kawasaki to Use Altruist ...
Sponsored Content: Dollars & Sense: Estate Planning: Why You Can't Afford the DelaySponsored Content: Dollars & Sense: Estate Planning: Why You Can ... news: https://www.facebook.com/kolr10kozl Follow us on Twitter: https ...
What AI stock selloffs may get wrong in wealth management | Financial PlanningFor reprint and licensing requests for this article, click here . Industry News Portfolio management Fintech Artificial intelligence Growth strategies ...
Ask an Advisor: What mistake made you a better advisor? - Financial PlanningI discovered that clients respect me more when I respect my own worth." Missing clients' nonverbal cues. Edwin Wincek, financial planner at Prudential ...
