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
Why Your Pet Should Be In Your Estate Plan | Kiplinger... estate-planning service. When an owner doesn't make arrangements in ... Enter your email in the box and click Sign Me Up. Contact me with news ...
Obsolete Trusts Are Costly and Restrictive. How to Bring Yours Up to Date. - Barron'sEstate Planning. Your Trust Is Out of Date. How to Fix It. By Debbie ... Choose Barron's as a preferred source of financial news. Many trusts ...
DOL moves to undo stricter independence test for brokers - Financial PlanningThe definition of an "independent contractor" — long a political ping-pong ball — could bounce back in brokerage firms' direction under a new ...
Entrusted Legacy Law Recognized in Allegheny & Chester County - Knoxville News SentinelThese data points allow families to compare estate planning firms based on consistent, public-facing service, not nominations or paid submissions. “ ...
Trust & Will Targets Advisor Channel With Integrated Estate Planning Push - TipRanks.comWorking With TipRanksEnterprise SolutionsTop Online BrokersBecome an AffiliateTipRanks News Wire. PlansPlans & PricingAPI for Institutions.