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 ArticlesPrime Capital Investment Advisors acquires two firms, adds $1B in assets
Prime Capital acquired Burns Estate Planning and Wealth Advisors, bringing in $600 million in assets under management and giving the firm eight ...Prime Capital Investment Advisors Adds More Than $1B With Twin Acquisitions | Barron's
Word of that deal came two days after the firm said it was buying Burns Estate Planning and Wealth Advisors, with roughly $600.Here's why LGBTQ+ adults wrestle with financial security - AOL
For many LGBTQ+ adults, planning for retirement, investing, and even budgeting are a struggle. Almost two-thirds of LGBTQ individuals surveyed ...Volatile times require smart financial planning moves - Medical Economics
With the return of inflation, continuing COVID-19 shocks and geopolitical instability, many investors have girded themselves for volatility.FP Answers: What's the best way to use money left over in a registered education savings plan?
The financial institution where you hold your RESP will be responsible for determining what portion of your withdrawal is considered principal, grants ...