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
Fischman Azar Group: Wealth Management Team Announces Move to Wells Fargo FiNet... planning, estate planning strategies, education planning, and overall wealth management. ... News · Financial Tech Times. By. Financial Tech Times.
What's the value of hiring a CFP? This might be the best estimate - Financial PlanningThe planning profession's largest certification correlates with good grades from clients, both in terms of important wealth management outcomes ...
The One Big Beautiful Bill: It's Big, But How Beautiful Is It? | Lowenstein Sandler LLP... estate planning meet. Beth, Kristin, welcome. Kristin ... There is some good news and some not so good news in OB3 about charitable planning.
Edelman CEO: The Workplace and Wealth Thesis Is WorkingEstate Planning · Financial Planning · High Net Worth · Insurance ... Industry News & Trends · News. Edelman CEO: The Workplace and Wealth Thesis Is ...
What happens if you die without a will in North Carolina? | Raleigh News & Observer... estate plan in place is “a lot more common than it should be.” “I think that a lot of people look at estate planning as this daunting experience ...
