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 ArticlesStone Lutheran Church - Free Community Drive - Thru Meal - Sat. Dec. 4 5-7pm - Patch
Skip to main content. Patch News · Advertise Sign up ... Dec 13, 2021. Estate Planning Webinar · Estate Planning Webinar. Dec 14, 2021 ...Don't let lawmakers derail your best laid estate plans - Denver Business Journal
Like sudden crosswinds on a 10,000-foot skydive, ever-shifting tax legislation always holds the potential to alter your estate planning course.Here are four tips for women struggling with financial insecurity - The Oklahoman
Do you need help with a budget? Is retirement planning your goal? Find someone who can help you meet those goals. 3. Make or update your estate plan.What Advice Do Military Service Members, Veterans Need? - Financial Advisor IQ
FA Looks Over Client's Shoulder When it Comes to Estate Planning. Karl Wagner III, a partner and senior wealth advisor at Biondo Investment ...GrayRobinson Adds Estate Planning Shareholder In Fla. - Law360
Fast-growing Florida firm GrayRobinson added an experienced shareholder with a focus on estate planning, wealth preservation, and elder law to its ...