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
Belmar Library Announces Several December Events - TAPinto... estate planning, legal rights, and more.” The presentations are given ... news you can trust in your inbox for FREE. + Add more towns. . Sign Up. By ...
Happy Holidays! - Prime Time For SeniorsHere is something to think about as you begin 2024. Top Ten Legal Myths In Estate Planning ... Santa's Big Red Sack is Back! ≡ Menu. News. Adams County ...
Ag Horizons Conference Coming to Pierre, SD | Red River Farm Network“We'll cover small grains, row crops, cattle, grasslands, marketing and economics, and even estate planning. ... News Categories. Top Stories · Latest ...
My financial adviser lost $500K. A new one says my portfolio is a 'mess.' - MarketWatchIt's also important to check in with an adviser about insurance planning and estate planning. ... Financial News London · realtor.com · Mansion Global.
AFSCME learns about wills and other smart preparations - The Breeze-CourierRay concluded her presentation and suggested everyone should work with a CEP for all their estate planning needs! ... Posted in Local News, News. Leave ...