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
Ask The Experts: Retaining NextGen Clients with Philanthropy - Wealth ManagementNews. Related Topics. RIA · IBD · Wirehouse · RPA · Insights & Analysis · Regulation ... Estate Planning · Financial Planning · High Net Worth.
Samuel DiPietro to Present Charitable Estate Planning Webinar - Spencer Fane... estate planning. The session – Your Legacy, Your Way: Trust Us ... News · Thought Leadership · Why Spencer FaneToggle Dropdown for Why Spencer ...
Vestwell Raises $385M Series E for DC Market Expansion - Wealth ManagementMore than just saving for retirement, DC platforms can serve as a financial planning hub. As benefits are integrated, Schumm believes this hub can ...
Atlanta Beltline Launches 2026 Free Empower Workshop Series with Vision Board EventLatest News · Columns Open dropdown menu. Maria's Metro · Reporter's Notebook ... Estate Planning with Pro Bono Lawyers: Creating a will protects ...
Business Notes - SANIBEL-CAPTIVA - Island Reporter, Islander and Current... estate planning — on Feb. 26 from 1 to 2 p.m. at its Sanibel office ... Latest News. Museum to host shell, mollusk stroll · SCIAR releases ...