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
Here's a Resolution for your New Year - North of 60 Mining NewsIf you are an Octogenarian, dust off your estate plan and make sure it is not only up-to-date but easy for your successors to administer. As I.
Legal Notices, Thursday, December 4, 2025 - alamancenews.comThis the 4th day of December, 2025. Lynn Nicks Carmichael, Administrator Brown Estate Planning, ... news about Alamance County, North Carolina.
Only 27% of next gen willing to lead family firms, legacy planning lags - Insurance AsiaClear estate planning follows at 54%, and building enough wealth for ... Follow the link s for more news on. Sun Life · High Net Worth ...
Pru Life UK warns of rising estate risks as Filipino wealth grows - InsiderPHSanjay Chakrabarty, Pru Life UK president and CEO “Estate planning is not just for ... Explore the latest news from InsiderPH. Thursday, 4 ...
What to Do if You Won $980 Million | The CitizenFitzgerald, WMCP®, Wealth Management Certified Professional®, Financial Planner, Fiduciary and Founder of Affinity Planning Partners. Over the course ...
