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
FINANCE | New law may offer financial opportunities | Breaking News | livingstonparishnews.comIncreased tax credit for starting a retirement plan – If you have 50 or fewer employees, you can now claim a startup credit covering 100% — up from 50 ...
Biden Administration's Green Book Proposes Dramatic Estate Planning ChangesThe Biden Administration recently released its fiscal 2024 revenue proposal, which includes many dramatic changes that will affect most aspects of ...
Detroit canvassers to visit 60K homes to raise foreclosure prevention awarenessDetroit Evening Report · News · Secondary ... The program also hopes to create opportunities for residents to learn about estate planning.
Literacy for Life receives donation from Sargen bequest - Atascadero News“Jim was always very supportive and an advocate for adult literacy, but we didn't know he had included us in his estate planning.”.
Buttoning up your finances for a layoff - Financial PlanningLosing your job sets into motion a series of financial twists. ... A subscription includes all news and analysis, exclusive research reports, ...