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
New York facing $34 billion budget gap in wake of federal spending cuts - WRVOThe state's Executive Financial Plan estimated that the newly adopted federal budget would create a $750 million impact on New York, with impacts ...
PSC sets hearings on Georgia Power plan for more generating capacity - Grice ConnectGeorgia energy regulators have voted to hold public hearings this fall regarding Georgia Power's request to certify nearly 10000 megawatts of new ...
Harger: WA bought the pool before the bonus check was cashed, now a financial crisis loomsCharlie Harger is the host of “Seattle's Morning News” on KIRO Newsradio. ... Estate planning gains momentum as more Americans seek clarity and control.
Your Library: There's so much more to your Library – explore helpful online resources 24/7Finally, the Library's curated guides bring clarity to complex topics like estate planning, job searches and taxes. They're created by librarians ...
Saturday News: “America Is Living in a Climate-Denial Fantasy”; “Ukraine will ... - InsuranceNewsNetRate decreases announced by Florida's top five auto insurers. Here they are. Life insurance and estate planning: Forge a powerful referral channel ...