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
2024 Year-End Estate Planning: California Updates - Lexology2024 Year-End Estate Planning: California Updates Blog Quick Reads ... News, analysis and research tools covering the regulation and use of ...
2024 Year-End Estate Planning: Illinois Updates - LexologyOn August 9, 2024, Senate Bill 3343 (SB 3343) was signed into law, which amends Sections 809 and 810 of the Illinois Trust Code…
Insurer Launches Estate Planning Cover After Tax Changes - Law360Insurer Launches Estate Planning Cover After Tax Changes. By Joel Poultney December 9, 2024, 2:10 PM GMT. Royal London said on Monday that it has ...
HOW TO VET A FINANCIAL ADVISOR - Church ExecutiveHome »Blog »Latest News »HOW TO VET A FINANCIAL ADVISOR. HOW TO VET A ... estate planning strategies that include gift planning and inheritance.
Strategies for Estate Planning - Fox 59 CalendarLearn more about estate planning goals, the difference between wills ... News, Indiana Weather, Indiana News, Indiana Traffic, Indiana Local ...