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
What are the implications of changing primary holders of a couple's accounts?A reader writes, 'For estate planning and personal reasons, we want to change the account to my wife's Social Security number.
Ellington joins local law firm - Sidney Daily NewsThe firm has an emphasis on business transactions, business and civil litigation, employment law, real estate and estate planning.
Charitable Giving Updates from Washington D.C. - Wealth ManagementStefan Zaklin/Getty Images News/Getty Images ... A few new developments in Washington, D.C. may affect those involved in philanthropic planning:.
Do Your Financial And Tax Professionals Have Succession Plans? - FedSmith.comYou have a contingency plan in place for your family, but what about your financial advisor and tax planner?
CFP Board, Foundation Team To Promote Advisor Pro Bono Work“Expanding access to competent and ethical financial planners is a top ... of pro bono financial planning,” Jon Dauphine, foundation CEO, ...
