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
City to hold free clinic on estate planning | Local News | thebrunswicknews.comCity Hall invites qualified residents to a free clinic with a Georgia Legal Services staff attorney who will go over simple wills, financial ...
Why Pet Estate Planning Is a Must for Older Adults - AOL.comDon't forget your pets when making your will. This guide explains how to create a pet trust and ensure your animals are cared for after you're ...
Tucker Arensberg welcomes attorneys, staff | News, Sports, Jobs - Weirton Daily Times... financial markets), commercial litigation, municipal law, estate planning and real estate and oil and gas. Mark Fischer, managing shareholder at ...
Despite losses, LPL claims it kept biggest, best Commonwealth teams - Financial PlanningFor reprint and licensing requests for this article, click here . Industry News Wealth management Earnings Independent advisors LPL Financial.
LPL Retaining Larger, High-Quality Commonwealth Advisors - Wealth ManagementFuture Focused Estate Planning SummitFuture Focused Estate Planning Summit ... Some news reports have suggested LPL will not meet its original ...
