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
Estate planning is fintech's next frontier - The HustleFintech startups are racing to modernize responsibilities like drafting wills and setting up trusts.
Can managed accounts outperform their own fees? - Financial PlanningA new Morningstar study found that managed accounts can meaningfully increase retirement wealth, especially for younger workers and do-it-yourself ...
Tech missteps can sink succession plans - Financial PlanningSuccession planning for financial advisors should always involve technology stack and data ownership considerations, experts say.
NDSU Extension and SDSU Extension to host free aging well webinar seriesNorth Dakota State University mobile. Extension and Ag Research News ... The workshops will cover estate planning, healthy living and aging in place.
How business owners' exit plans create big openings for advisors - Financial PlanningRaymond James survey of business owners finds that vast majority intend to sell stake within next decade and need financial advice on wealth ...
