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
High profile estate planning mishaps - YouTube6 News anchor Stan Smith sits down with Leigh Cowden from Vermillion Law to discuss high profile estate planning mishaps.
How to stop putting off your estate plan, and why it matters more than you think - Halston Media NewsRecent data from financial planners reveals that most people are hesitant to commit to any sort of estate planning, instead opting to defer when ...
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Don't Make Mistakes When Gifting Money and Property - TMJ4Gifting money or property can be generous—but if it's done incorrectly, it may trigger tax issues or create complications with estate planning and ...
Westgroup Financial Management Inc. Recognized for Integrated Financial Planning ... - MorningstarNews · ACCESS Newswire. Westgroup Financial Management Inc. Recognized for Integrated Financial Planning and Wealth Management with 2026 Consumer ...