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
7 Best Investments During a Recession | Financial Advisors - US News MoneyAdvisor's Corner is a collection of columns written by certified financial planners, financial advisors and experts for everyday investors like you.
Medical needs can have impact on estate plan - Cleveland Jewish News... estate planning documents reflect the changes, she said. “(A medical condition) might encourage an individual to develop an estate plan if they ...
Here's the top retirement regret — and how to avoid it - TheStreetFinancial education has proven to be the most effective tool in bridging wage and savings gaps; increasing access to resources on retirement planning ...
Aging in Atlanta Sept. event informs on vaccines, estate planning - Atlanta Journal-ConstitutionPawley discussed estate planning, wills and trusts and powers of attorney. McEwen talked about updates on vaccines and recommendations for taking ...
Buying a car is tricky — here's how financial planners coach clientsWhen clients of financial planner Fahmin Fardous tell her they want to buy a car, she asks them to send her a list of the vehicles they may be ...
