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
3 Plus Your Life- Nancy Cogar, Elder Law - YouTubeNancy Cogar, an elder law attorney in Chattanooga, says putting off wills and estate planning costs so much more when an urgent need arises.
How Retirement Savings by Age Reveal Shifts in Americans' Financial PlanningHow Retirement Savings by Age Reveal Shifts in Americans' Financial Planning ... News · Investing · Simulator · Banking · Personal Finance · Economy ...
Estate Planning for U.S.–Brazil Families Using Luxembourg Holding and Investment Structures... News · Communities · Join NYSBA · Login for My NYSBA. logo. Advanced Search · CLE ... Family Wealth & International Investment: Estate Planning for U.S. ...
Why Inheriting a Home in the Great Wealth Transfer May Not Mean Financial Security"Homes also have bills attached and the executor of the estate must continue to pay them." Be Intentional When Making a Plan. Melissa Caro, CFP and ...
“We Have Failed to Regulate Estate Developers” – Flooding Debate on Big Issue... planning controls Many estate developments lack sewage and drainage systems No estate developer in decades has properly implemented full ...
