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
The Great Wealth Transfer's begun. Are heirs-to-be ready to receive it? How to prepareIt's “touchy to bring up these subjects and split money before death,” said Jennifer Baick, head of Mercer Advisors' financial planning group. Two- ...
Mark Josephson named “Lawyer of the Year” for real estate law in Billings - FOX40 NewsThe firm focuses on tax law, business and contract law, estate planning, real estate, liquor and gaming licensing, probate, civil litigation, and ...
New Law Lets Homeowners in This State Transfer Property Without Probate - Realtor.comBut now, homeowners in Delaware have another option in their estate planning toolbox: a transfer on death deed for their home. ... Real Estate News ...
Amazon to open new delivery facility in Warren County, adding over 125 jobs - WCPO... NewsLocal NewsWarren County. Actions. Facebook · Tweet · Email ... Employees will also have access to benefits for financial counseling, estate planning ...
Client complaints are inevitable. Here's how RIAs should address them - Financial PlanningThis is the 18th installment in a Financial Planning series by Chief Correspondent Tobias Salinger on how to build a successful RIA.