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
Hazy skies cover metro Phoenix ahead of possible monsoon storm activity - KTAR NewsIt's just like settled down to the surface, and it's not really mixing out at all,” Kuhlman told KTAR News 92.3 FM. ... Why estate planning is a must-do ...
This Little-Known Estate Planning Strategy Can Help Family Members Care For You... Financial Goals. Make your money work for you. Get the latest news on investing, money, and more with our free newsletter. Submit. By subscribing ...
Health care fraud: 7 defendants charged in Arizona cases - KTAR NewsArizona Health News. Administrator for the Centers for Medicare and ... Why estate planning is a must-do for your family. As you plan for the ...
Closures, Deals, and Delays: Your Independence Day Financial Planning GuideEven Brian Kilmeade from Fox News trusts Anthem Gold to protect your cash and retirement accounts with physical gold and silver. Anthem Gold's minimum ...
How advisors can reduce estate planning conflicts in 4 stepsEstate planning doesn't have to mean a messy legal battle for ... Industry News · M&A · Career moves · Earnings · Diversity and equality · Industry ...