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
Raymond James Adds IRA Option for Small Business Owners - Wealth ManagementLast week, Edelman Financial Engines announced it was extending its retirement plan advisory and fiduciary capabilities to the small and mid-sized ...
Schwab Teams with Anthropic to Bring Claude AI to 16000 RIAs - 401k Specialist... financial planning, estate planning, and meetings. “Independent ... Keep up with the news, trends, products, and policy shaping the retirement plan ...
WA lawmakers face another $1 billion decision on lawsuit payouts - KUOWWills and Estate Planning · Vehicle Donation · More Ways to Give · Donate ... KUOW is Seattle's NPR news station. We are an independent, nonprofit ...
CONTRIBUTED CONTENT: Raising your grandchild? Idaho gives you an option short of full ...A lot of estate planning advice about grandchildren focuses on naming a guardian in your will — who steps in if parents die.
The Gaping Hole at the Heart of Financial Journalism | The NationBut when it comes to Wall Street and private equity, Goldman Sachs and JPMorgan Chase, Larry Fink and David Rubenstein, news organizations are largely ...