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
Advanced Planning: Understanding Life Insurance | UBS United States of AmericaWe cover a range of topics from estate planning and wealth transfer strategies that encompass both the estate and gift tax issues, as well as income ...
Why HNWIs Should Devise Estate Planning - CEOWORLD magazineShe writes news stories and executive profiles for the magazine's print and online editions. Obsessed with unlocking high-impact choices to accelerate ...
Real estate transfers: Is a 'Lady Bird deed' right for me? - Florida TodayNews Across the U.S. · Properties can be conveyed upon death without having to pass through probate. · The original owner remains in full control of the ...
[Limited Time] Unique Offers for New and Current Marriott Cardholders - NerdWalletIf you're already planning paid hotel stays within the promotional period, this could be a good way to rack up some extra Marriott points. But be sure ...
JLL Income Property Trust Surpasses $1 Billion of Capital Raised in JLL Exchange ProgramThe JLLX platform is a sophisticated tax deferral and estate planning tool that utilizes both a traditional 1031 exchange along with a potential ...