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
Free review offered of estate, investment documents | News | yoursun.comResidents who would like their personal estate planning and investment documents reviewed can do so in October at local branches of Crews Bank ...
Rupert Murdoch's News Corp Succession Plan Challenged by Hedge Fund - MSNRupert Murdoch's News Corp Succession Plan Challenged by Hedge Fund ... 8 Things Suze Orman Absolutely Nails About Estate Planning.
Financial planning may look different for LGBTQ couples - YouTube... News About Yahoo Finance: Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resources, comprehensive market ...
BURLY-Q REVUE - Oregon City News EventsTicket and Promote Your Events with Oregon City News. Book a Demo ... Wills, Trusts and Estate Planning.
Estate Planning & Medicaid Info Session | 10/9/2024 | Event Calendar | The Ticker... News · Northern Express · Leelanau Ticker · Recess · Subscribe. News, Events. Traverse City News and Events. Estate Planning & Medicaid Info Session.