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
Estate planning: Giving comfort and clarity to your loved ones. - The Washington InformerLearn how estate planning can help you give back to the people and organizations you love ... News · Opinion · Business · Education · Sports · Lifestyle ...
Constitutional or Not, Wealth Taxes Are Bad Economics - Articles - Advisor Perspectives... News, 12/6/23. Mike Tyson Would be a Financial Planning Genius. by Mark Friedenthal, 12/6/23. 'No Bears Left' Is Worrying Refrain Coming From Wall ...
Mike Tyson Would be a Financial Planning Genius - Articles - Advisor PerspectivesIf Mike Tyson were speaking to a group of investors, what he may have been saying is that everyone has a financial plan until life throws a “punch ...
Gifting, Roth IRAs Figure Big In 2023 End-Of-Year Tax Moves - FA Mag... News, Broker-Dealer, CFP, Wealth Manager. Financial Advisor magazine ... Many of these items involve estate planning. Other Articles: Gifting ...
Mercer Advisors Acquires Brighton Financial Planning Expanding Mercer Advisors ...Mercer Advisors Acquires Brighton Financial Planning Expanding Mercer Advisors' Northeast Presence. (PRNewsfoto/Mercer Global Advisors Inc.) News ...