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 ArticlesFree succession planning workshops available - NewsTalk KZRG
The Missouri Department of Agriculture and FCS Financial provided funding for the workshops. Tucker says none of us enjoy conflict, so we often avoid ...Estate Planning: What do I do with the will? - NWI Times
Get the latest local business news delivered FREE to your inbox weekly. Sign up! * I understand and agree that ...How a financial plan can help you achieve your bucket list - Pottstown Mercury
All the bases of your financial life should be covered within your plan, from insurance to investments, cash flow, retirement, estate planning and ...How to Use Your Estate Plan to Save on Taxes While You're Still Alive! | Kiplinger
Upstream basis planning is a trust strategy that can save wealthy people on their capital gains taxes and income taxes associated with highly ...James Contini column: Avoiding family conflict in estate planning matters - Times Reporter
The following are a few ideas that individuals should try to accomplish during their lives as it relates to their estate planning in order to ...