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
Do you have law questions about care of your aging parents? - News Channel 5What is best for your aging loved one? Wills? Trusts? Or something else? Chris Johnson from Johnson McGinnis Elder Care Law and Estate Planning ...
How 'Fair' Is Your Will? Why Estate Planning Is About More Than Money | KiplingerShe has written for USA Today, U.S. News & World Report, and Bankrate. She studied creative writing and finance at Binghamton University and merged ...
Estate Planning Alpha: The Quiet Counterpart To Investment Outperformance - ForbesThe best-kept secret in wealth management? Estate planning alpha. Here's why it may matter more than investment returns ... Breaking News · White House ...
Oakglen Wealth buys Jersey financial planning firm - Yahoo Finance... Financial Services (HBFS), a Jersey-based independent financial planning firm. ... Mortgages Credit Cards Sectors Crypto Heatmap Financial News. About.
Oakglen Wealth buys Jersey financial planning firm - Private Banker InternationalHBFS managing director Michael Barney said: “We are delighted that the sale of HBFS to Oakglen has completed. This is great news for HBFS clients as ...