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
Legally Speaking: Understanding Beneficiaries and How Your Accounts Transfer - WIS... estate planning: beneficiary designations and how different accounts transfer after someone passes away.
How do you start a conversation about estate planning? - CBS MinnesotaDustin Smith, of Wealth Enhancement Group, shares some tips for juggling the conversation against the holidays.
Indivisible Partners Welcomes Leading Tax and Estate Planning Expert Paul S. Lee as Chief ...Indivisible Partners Welcomes Leading Tax and Estate Planning Expert Paul S. Lee as Chief Tax Strategist · News provided by · Share this article · 21%.
Why advisors should bring up charitable planning in every client meeting - InvestmentNews... Financial Network. Earlier in her career, she held roles at Merrill Lynch and Investors Capital. Latest News.
Washington Trust Wealth Management expands team - PR Newswire... estate planning, trust administration, and business succession planning. ... Financial Services · Personnel Announcements · News ...
