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 Lessons From Chadwick Boseman and Malcolm-Jamal Warner | FOX 26 HoustonEstate Planning Lessons From Chadwick Boseman and Malcolm-Jamal Warner ... Dallas News - FOX 4 News · Austin News - FOX 7 Austin · Morning News · Making ...
Splitting Power of Attorney roles: how to find common ground - YouTube... news visit: https://www.bnnbloomberg.ca For a full video ... Estate Planning Explained: Wills vs Trusts (What Actually Controls Your Assets).
Diocese hires development leader to chart the future of stewardship - Catholic News HeraldNews from the Diocese of Charlotte in Espanol. ... estate-planning, major gifts and endowments. Since joining the diocese ...
Hazen Law Group Attorney Marielle F. Hazen to Lead Legislative “Y - The National Law Review... estate planning, tax planning, estate administration, and agricultural law. ... EIN Presswire provides this news content "as is" without warranty of any ...
Hong Kong millionaires look to GBA living as retirement planning gaps emergeGoogle News Preferred Icon Make SCMP preferred on Google ... estate planning and everyday banking access. Josephine Lee, head of ...
