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
Why Variable Universal Life (VUL) Is Becoming the New “Core Holding” for America's ...Supplementing retirement and estate planning once qualified plans are maxed ... Add CEOWORLD magazine as your preferred news source on Google News.
Staying at home as we age often requires change | Features | thenewsenterprise.comOne of the most important conversations that estate planning attorneys ... Sections. Home · News · Sports · Opinion · Business · Life · Local Events ...
If You're a High Earner, You Need an 18-Month Safety Net | Kiplinger... planning, estate planning, tax strategies and more. Experts are invited ... The good news is that this anxiety is a signal to act, not panic.
Kingsbury's financial planning criticized by state comptroller - The Post StarEarlier this week, the NYS Comptroller's Office issued an audit report criticizing the Town of Kingsbury for reportedly not adopting a multiyear ...
Virginia Giuffre Estate Battle: Legal Implications and Market Interest | MeykaIt highlights the need for clear estate planning, especially in scenarios with high-profile ties. ... Meyka AI analyzes social chatter, news, and ...
