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
Apollo Board Will Review Leon Black's Ties to Jeffrey EpsteinMr. Epstein, a college dropout who styled himself a financial guru to the very wealthy, had no particular expertise in tax and estate planning. Mr. Black is ...
Harding University announces new legacy society for estate giftsSEARCY — Harding University's Center for Charitable Estate Planning has announced the James A. Harding Legacy Society, a new stewardship ...
Eleventh Circuit Affirms Punitive Damages For A Fraudulent Transfer And Rejects Constructive ...The Judkins claimed that they were only engaged in these shenanigans only for "estate planning" purposes, or because Russell was concerned about ...
Lightyear Capital and Ontario Teachers' Pension Plan Agree to Acquire Allworth Financial to Invest ...Financial terms were not disclosed. The transaction is expected to close in the fourth quarter of 2020, subject to customary closing conditions. “We are ...
Webinar of the Week, sponsored by Poché Estate Planning: Do this for family and for peace of mindFor over 30 years, estate planning attorney Laura Poché has helped thousands preserve their assets and protect their families. Attend a free 2-hour ...
