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
RACO Investment Tames Market Chaos: Mastering Financial Planning and Revealing 4 Key ...Every Story That Matters Around The Web. Sen. Elizabeth Warren Investigates Abortion Access Amid State Restrictions - STAT NewsCharity In Digital Age: ...
United States: The New Age Of Trust And Estate Planning With Tim Jordan (Video)Avoidance of estate taxes is one consideration in estate planning. Under current law, however, estate tax issues generally affect only the wealthiest ...
Brooklyn Estate Planning Attorney Yana Feldman Discusses Benefits of Living TrustsTitled "Matters of Trust: What is a Living Trust and Do You Need One?", the article aims to educate individuals about the importance of proper estate ...
Lawyer explains how to avoid the probate process if you do not have a living trustLongtime estate planning attorney Samuel B. Ledwitz said that if the amount of your estate is below a certain threshold, there is a system in ...
Estate Planning For You & Your Family | West Bend NewsAn estate plan may reduce estate taxes and shield your beneficiaries from having to go through probate. It means your last wishes will be heard. You ...