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 ArticlesLegal documents Americans should not be without | Chattanooga Times Free Press
It appoints someone to manage your financial affairs in the event of ... seniorresource.com to research estate planning and elder law issues.Earn Your Leisure Brings Their Popular Market Monday Series to MSG | Complex
“Overall, 33 percent of U.S. adults have a will, according to Caring.com's 2021 wills and estate planning survey. Meanwhile, 27.5 percent of Black ...How to Take a Career Break - The Epoch Times
“Part of our job as financial planners is to help people be prepared,” says Clark, now a certified financial planner who recently launched their own ...Chula Vista seniors can access new homelessness prevention program thanks to $350000 grant
News for Caregivers ... It provides limited financial support and case management services to low-income older adults in South Bay at risk of ...Estate Planning: Manufactured and mobile homes in a decedent's estate - Lake County News
For many, a manufactured/mobile home is home. What happens when a California resident dies owning a manufactured or mobile home situated in ...