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
Financial planning may look different for LGBTQ couples - YouTube... News About Yahoo Finance: Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resources, comprehensive market ...
Estate Planning & Medicaid Info Session | 10/9/2024 | Event Calendar | The Ticker... News · Northern Express · Leelanau Ticker · Recess · Subscribe. News, Events. Traverse City News and Events. Estate Planning & Medicaid Info Session.
Villa Hills mansion on Squire Oaks Drive for sale for $5.9M - Cincinnati Business Courier... estate planning needs, now and in the future. Register now · Event ... news. To continue reading, take advantage of our introductory ...
Alex Verdugo's go-ahead single, acrobatic catch lift Yankees in ALDS opener - TribLIVEGlenwood News · Hampton Journal · Highland Park News · Hill District News ... Exceptional Legal Guidance in Real Estate, Estate Planning & More.
BETTER MONEY: Estate planning, 10/6 - YouTubeJoel Johnson talks covers estate planning in Oct. 6's Better Money. For more Local News from WFSB: https://www.wfsb.com/ For more YouTube Content: ...