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 ArticlesMU workshop helps with succession planning for woodlands - thesalemnewsonline.com
A financial planner, who is also a forest landowner, will present the basic structure of the succession planning team. Stelzer says it is important to ...Charitable Planning With Guest Stephanie Hood: Navigating Complex Rules and Traps for ...
News & Insights. Popular; Labor ... Stephanie is a key member of Farella's top-notch estate planning practice and private client industry group.Tom Rieman on ensuring clients never have a 'meh' experience | Financial Planning
... Financial Planning booth to talk about his new fintech platform for advisors. By Justin L. Mack. 25m ago. Industry News · Fed official says there's ...Quarles Adds Experienced Trusts & Estates Attorney John Wood as Of Counsel
... financial, business and estate planning needs of high-net-worth clients. I'm confident that together, we can achieve great things.” News. Related ...HSBC Life clinches title with US$250 million insurance policy sale in Hong Kong
The purpose of the policy is for estate planning, he added. The policy ... News · Videos · Yahoo Finance Plus · Screeners · Personal Finance · Crypto ...