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 ArticlesState bar to present free virtual workshops
A workshop on estate planning, probate and institutional Medicaid will be held 11 a.m. to noon April 27, while... For access to this article please sign in ...The crypto FBAR: Implications beyond By Cointelegraph
He is also a judge advocate in the Army National Guard. Jason focuses on tax defense and tax litigation (foreign and domestic), estate planning, ...Who are the team players in your financial game?
I'm an estate planning attorney. I help my clients plan for death, disability and leaving a legacy. Often that involves trusts that last for several years to ...Katrina Perkosky | You Don't Need a Prince-ly Fortune to Need a Will
Most of us don't have millions of dollars or complex business interests as the Purple One did, so we think, isn't estate planning a bit much for my financial ...Jackson County Library Services offers financial planning help for fire survivors
Jackson County Libraries will now offer financial resources in both English and Spanish. Books, PDFs, audiobooks and more will be available, ranging a ...