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
Mori Launches: Revolutionizing Life and Legacy Planning with AI-Driven InnovationHolistic Life Planning: Guides users through healthcare directives, estate management, financial planning, and more. ... Financial News. ABOUT. Data ...
Advisory M&A News – 12/9/24 | PLANADVISERMercer Global Advisors Inc. announced the acquisition of Frango Financial LLC, a registered investment adviser delivering financial planning services ...
Ameriprise looks inward for new head of experienced advisor recruiting - Financial PlanningFor reprint and licensing requests for this article, click here . Industry News Wealth management Career moves Career advancement Recruiting ...
Money Monday: How to get through the holiday season and prepare for 2025 - WLWTSO THE FIRST PART IS OUR ESTATE PLANNING DOCUMENTS. SO HAVE WE GIVEN ... GET LOCAL BREAKING NEWS ALERTS. The latest breaking updates ...
That Roth IRA conversion comes with a tax bill — here's how to pay for it - NBC Los AngelesOf course, Roth conversion strategies depend on clients' long-term goals, including estate planning, experts say. ... Meet the News Team Our News ...