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
AI wills create legal time bombs, warns expert | The Daniel Island NewsHave documents reviewed by a qualified estate planning attorney. Revisit and update wills regularly as life circumstances change. A Cautionary Moment ...
CohnReznick Adds Sarah Gaymon as Trusts and Estates Tax Partner... estate planning and wealth transfer strategies. Her experience includes ... Subscribe. Sign up for the IPA INSIDER: a bi-weekly news round up ...
Community Foundation Scholarship Update | Local News - wcsjnews.comAn Estate Planning Council is a networking group made up of professional advisors, attorneys, accountants, financial planners, insurance, bank and ...
Why affluent clients underuse advisor services and how to close the gap - Insurance NewsRetirement income and accumulation planning are the two most common financial planning services, particularly given that approaching retirement is a ...
PERSONAL FINANCE: 401(k) plans: Financial and estate planning - The MercuryEstate planning benefits include multiple beneficiary designations and Roth conversions for tax diversification. IRAs also allow Qualified Charitable ...