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
What the Chadwick Boseman and Malcolm-Jamal Warner estate disputes reveal about ...Engaging in estate planning while alive is the best way to prevent such ... NBC News Subscription Terms of Service · NBC News Sitemap · Closed ...
Financial planning after the loss of a spouse - The Monte Vista Journal... financial and estate planning decisions. In the months that ... More news. E-edition. Photo Caption. Valley Courier · View this issue · Browse ...
Ellis Retirement Advisors expands Memphis planning practice - The Business JournalsDownload the free Memphis Business Journal app for breaking news alerts on your phone. Memphis-Area Financial Counselors.
Varnum Welcomes Alexandria Solis-Mullen as Tax Services DirectorAlexandria Solis-Mullen joined Varnum as director of estate planning tax services in Grand Rapids, the firm announced Monday.
Cortes Law Firm Announces Elaine Pok-Wright Named to 2026 Rising Stars - Kitsap SunMembers of the editorial and news staff of the USA TODAY Network ... estate affidavit assistance, and estate tax planning. Her fluency in ...
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