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 ArticlesLarry Namer Talks About Risk Taking and How It Is a Key Component of Entrepreneuership with ...
Add to that the fact that Chequers is a boutique high net worth tax and financial planning firm – firmly committed to ensuring that tax strategy serves as ...The Nation's Largest Female-Owned RIA Started as a Business School Class Project
... Division I Volleyball, and UCLA, where she received her MBA, Eusey stresses the importance of making financial planning holistic and accessible.Tomah Health coordinates advance life planning event
Tomah Health coordinates advance life planning event ... According to Laylan, advance care planning is making decisions about the healthcare ... will have information available on estate planning and guardianship, power of ... We'll send breaking news and news alerts to your inbox as they happen!Ag land transition/estate planning workshop in Weeping Water
WEEPING WATER – Nebraska Extension in Cass County will host a three-part Estate and Transition Planning Workshop for agricultural landowners, ...Mattioli Woods (LON:MTW) Given “Buy” Rating at Shore Capital
The company offers financial planning services, such as wealth building, trust planning, inheritance tax and estate planning, exit planning, and ...