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
Financial Synergies Wealth Advisors Redefines Wealth Management - Digital JournalHouston, TX - Financial Synergies Wealth Advisors is redefining the landscape of financial planning, offering tailored solutions for individuals ...
Morgan Stanley, Merrill Lynch Teams Pair Up To Form $2B Firm In Alabama - FA Mag... planning and philanthropic advisory,” according to a news release. ... planning and estate planning strategies under one roof,” Jonathan D.
Aon Company NFP Acquires Northern California-Based Marin Financial AdvisorsThe firm has been recognized as a top RIA firm by Barron's, Forbes/Shook, and Financial Advisor Magazine.2 Offering financial planning, investment ...
Women Helping Women: The Role of Women Financial Planners - New Jersey Business Magazine... financial planners are uniquely positioned to help them grow and protect their wealth. (StatePoint). To access more business news, visit NJB News Now.
Morgan, Merrill teams break away to form $2bn firm with Arkadios - Citywire... planning and estate planning strategies under one roof,' Jonathan Lee stated. ... ' Twitter Facebook Linkedin WhatsApp print. Got a news tip?