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
Legal Advertising – Estate Notices 1-7-2025 | New Pittsburgh CourierInformation about Estate planning and old glasses. Must read. Jan. 6 ... Black Information Network - 24/7 News. Black Information Network.
Origin's new low-fee AI 'robo-planner' (that still won't threaten human advisors)... estate planning). In other words, Origin aspires to truly be an AI ... The good news for Origin is that by giving away its software for ...
New Mahoning probate court program helps streamline preparation of estate/guardianship ...New Mahoning probate court program helps streamline preparation of estate/guardianship accountings. SHERRY KARABIN Legal News Reporter
Fred Reish Joins Ferenczy Benefits Law Center | PLANADVISER... plan adviser news.. Alison Cohen, a partner ... Brase credited Genesis Wealth's ability to support advanced financial planning, estate planning ...
Retail investor knowledge gap opens door to advisor opportunities - Financial PlanningFor reprint and licensing requests for this article, click here . Industry News Practice and client management Fintech Regulation and compliance FINRA.