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 ArticlesDeryl F. Hamann is recognized by Continental Who's Who
Since 2017, Mr. Hamann has offered his extensive knowledge in law, financial management, estate planning, and taxation law as chairman emeritus ...How Proposed Tax Changes During Inflationary Times Could Affect Capital Gains Taxes And The ...
With the proposed plan, the basis is the original purchase price. ... https://www.usbank.com/investing/financial-perspectives/market-news/how-bidens- ... Estate planning is done in ...Boggs & Company Wealth Management Launches With Support of LPL Strategic Wealth Services
With headquarters in Cumberland, Md., the Boggs team provides comprehensive financial advice, retirement planning, business services, education ...Successful small businesses seek help from the pros
That means your tax plan should continue to adjust over time.” ... life insurance, retirement planning, estate planning, generating income and ...If This Case Doesn't Convince You To Always Have An Updated Professionally-Written Will ...
... Oklahoma shows the importance of having a will that is in writing and clearly written, preferably by an experienced estate planning professional.