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 ArticlesHow online trading is driving investors to human advisers
Diane Pearson of Pearson Financial Planning is also not surprised that self-directed investors are recognizing the limits of digital trading platforms. “I ...Matthew J. Sponheimer Joins Cramer & Anderson In Ridgefield
**This news release submitted by Cramer & Anderson**. Attorney Matthew J. Sponheimer has joined Cramer & Anderson as a Trust & Estate ...Crenshaw Peterson - 5/11/21
... about how we know we have done everything necessary for estate planning. ... Select from these options: Breaking News, Severe Weather, School ...3 ways HNW investors can manage Biden's tax hikes
... lot of anxiety,” says Michael Repak, a vice president and senior estate planner at RIA and broker-dealer Janney Montgomery Scott. Still, he says that ...Advisors Can Learn From the Bill Gates Divorce
Get the weekly U.S. News newsletter for financial advisors. ] Know Where Your Assets Are. Jody D'Agostini, a certified financial planner with Equitable in ...