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
How to Build a Financial Plan Without Advice Overload - Kiplinger... planning, estate planning, tax strategies and more. Experts are ... Learn the difference between news and noise. Financial headlines are ...
Wealth.com Brings Estate and Tax Planning Into Claude for Financial AdvisorsMore News From Wealth.com. Get RSS Feed. &Partners Selects Wealth.com as Enterprise-Wide Estate Planning Platform. PHOENIX--(BUSINESS WIRE)--Wealth ...
Anthropic Launches Claude for Financial Advisors Tool - Wealth ManagementClaude for Financial Advisors connects to custodians, CRMs and planning tools to help with research, prep and documentation.
Justice Minister in MP community engagement with Law Society of SA on estate planning... news reporter, Tumelo Machogo has more For more news, visit sabcnews.com and #SABCNews on all Social Media platforms.
Charles Schwab and Anthropic to Bring Claude to Independent Registered Investment AdvisorsView all news. Charles Schwab and Anthropic to Bring Claude to Independent ... financial planning, estate planning, and meetings. "Independent ...
