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 ArticlesDakota Wealth Management to Acquire Springside Partners
Dakota Wealth Management is an independent investment management, wealth and estate planning, and full-service tax planning firm serving ...Helios Quantitative Research Launches Online Product to Bridge Estate Planning Gap for ...
Helios Integrated Planning is revolutionizing how financial advisors meet clients' estate planning needs. Helios Quantitative Research (“HQR”), a firm ...Advice for senior citizens available at Elder Law Day at Millennium Hotel
Seminars will be offered for seniors, their families, caregivers and professionals in aging services on topics including estate planning, elder justice, ...Whitney Houston Estate Planning Hologram Tour, Amongst Other Forthcoming Posthumous Projects
Fans could see and hear a lot more of Whitney Houston in the near future, as the woman in charge of the late singer and actresses' estate seems to ...Bernstein Private Wealth Management Hires Daniel Weisman As Vice President And Financial ...
... individual resources, tax situation, risk tolerance and estate planning goals. ... "Dan has established himself as a trusted advisor, with deep financial ... View original content:http://www.prnewswire.com/news-releases/bernstein- ...