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
Banner Health downsizing headquarters to 67,000 square feet - KTAR NewsPass it along to the KTAR News team here. ... Sponsored Articles ... Bright Wealth Management. Why estate planning is the foundation of a comprehensive ...
LA County to Host Altadena Rebuilding Workshop Saturday Los Angeles County will host a ...10 to support Eaton Fire survivors with free financial counseling, estate planning ... News, and Information. 36w · Public · From LA County: Are you ...
LA County to Host Altadena Rebuilding Workshop Saturday - Pasadena Now... news, schools news, shopping, restaurants and more from ... 10 to support Eaton Fire survivors with free financial counseling, estate planning ...
What Do I Need to Know About Electronic Wills in New York? | South Shore PressThe law is intended to improve accessibility to estate planning and simplify the process of creating a valid will. ... news@SouthShorePress.com.
Nvidia's Backdoor Acquisition Won't Be the Last - Articles - Advisor Perspectives... Planning · Active Fixed Income · Active ... Emerging-Market Stocks Scale Five-Year High Amid Tech Surge. by Srinivasan Sivabalan of Bloomberg News ...
