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
Avoid common mistakes when making estate plan - Cleveland Jewish NewsWhatever your net worth, you must feel it is significant enough to warrant meeting with an estate planner. Kim Stein of Ulmer & Berne in Cleveland ...
Guardianship 101: How to Navigate (and Avoid) Guardianship Proceedings - Jackson Walker LLPThis changing dynamic means that conversations on estate planning and guardianship are critical. ... Subscribe to JW News & Insights.
What to Expect: Your First Meeting with an Estate Planner | Burns & Levinson LLP - JDSupraAny estate planning professional will tell you everyone should have an estate plan. But we also understand that the whole process can feel a bit ...
Dollars and Sense: How financial advisors and estate attorneys work together to help your futureDollars and Sense: ...
How client portals can supercharge the advisor-client relationship | Financial PlanningNew FPA and eMoney research finds that financial planners who actively integrate a client portal into their practices have better client outcomes, ...
