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 ArticlesEstate plan can protect family members
Individuals with vulnerable loved ones can face challenges when preparing an estate plan. Whether it is due to age, or a mental, physical or emotional ...A gap in the high-tech market
The digital revolution hasn't come to all financial advisers equally. ... Though Mr. Lessing said many financial planning tools leverage Addepar's data, ...Financial Paraplanner Qualified Professional (FPQP)
A Financial Paraplanner Qualified Professional (FPQP) has a proven expertise in the arena of financial planning, which helps them better advise their ...Estate Planning: Most People, Alas, Fail to Make Crucial Decisions
"Plenty," as US News & World Report has written, "depending on your situation, the personalities of the people in your life - and the estate laws that ...The Complicated Relationship Between Women and Finances
The good news is the desire to learn is there. Women say they want to learn more about financial planning (49%), however a majority (63%) say they ...