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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
WSJ: The IRS Is Cracking Down on a Favorite Way the Ultrawealthy Pass On MoneyTax, Tax News. Grantor retained annuity trusts (GRATs) are a longstanding staple of high-end estate planning. The basic structure is well-traveled ...
Airtight Legal Documents Mean Nothing if You Don't Have This Critical Conversation With Your HeirsA successful estate plan requires more than legal documents. It depends on open conversations with your heirs about the values and intent behind ...
Dandelion launches AI-native estate planning platform in four US states | Dealroom.coDandelion, an AI-native legacy and estate planning platform, has launched in California, New York, Colorado, and Washington, with plans to expand ...
Citi Private Bank Appoints Former Bank Of America Executive Samuel Gottesman As ... - Pulse 2.0... estate planning considerations, and charitable activities. In his new ... Pulse 2.0 focuses on business news, profiles, and deal flow coverage.
How 30 Everyday Millionaires Are Navigating the Great Wealth Transfer | KiplingerContributors, including fiduciary financial planners, wealth managers, CEOs and attorneys, provide actionable advice about retirement planning, estate ...
