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 ArticlesWealth Strategist - Client Development Sales Executive - eFinancialCareers
... their attorneys on the benefits of estate planning capabilities/services utilizing a knowledge of wealth transfer and tax planning strategies.Jul 20 | Thriving Post Divorce | Hingham, MA Patch
You may have many questions about your finances related to taxes, estate planning, and buying/renting a home. You might also have legal questions ...State Bar Issues Two Disciplinary Actions in Santa Barbara County
Services offered by C4 Legal Assistance include family law, mediation, and estate planning. In accordance with California state law, the pair were ...Kansas City law firm expands to Florida, adds two Tampa-based partners
The pair, according to a news release, will work with another Stinson LLP ... clients' family wealth through careful estate and tax planning.BETTER MONEY: Mistakes with estate planning, 5/27 - YouTube
Eric Hogarth talks about mistakes with estate planning in May 27's Better Money. For more Local News from WFSB: https://www.wfsb.com/ For more ...