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
Estate Planning Attorney Todd Villarrubia Joins Industrial - openPR.com... Financial House in Order here. Delete press release. Edit press release. News-ID: 4638653 • Views: 10. More Releases from Getnews. From Plumbing ...
The Last Love Letter: Attorney Traci O'Neal Ellis on Why Estate - openPR.comThe Last Love Letter: Attorney Traci O'Neal Ellis on Why Estate Planning Is an Act of Love ... News-ID: 4638646 • Views: 12. More Releases from ...
Asset Protection by Design: Attorney Evan W. Turk on Estate Planning Before the CrisisTurk on Estate Planning Before the Crisis here. Delete press release. Edit press release. News-ID: 4638640 • Views: 5. More Releases from Getnews. New ...
Why retirement planning should start before you retire - KTAR.comFinancial advisor Stewart Willis explained on the Asset Preservation Hour that waiting until the final months before retirement can mean missing ...
Bill Harris Launches AI Financial Advice Application - Wealth ManagementFormer PayPal CEO Bill Harris debuts Evergreen.ai, offering free AI-powered financial planning through 2028 for beta users.
