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
5 Millennial Misconceptions About Estate Planning Debunked - Yahoo FinanceEstate planning is a critical part of building generational wealth and creating a legacy. Yet, it is an area that can generate a lot of confusion ...
Unveiling Tax Relief for Massachusetts: How It Affects Existing Estate Plans - Forbes... News and CNN. (Photo by Joseph ... The $1 billion tax relief bill includes several provisions that will affect estate planning in Massachusetts.
Takacs McGinnis - October 2023(WTVF) — For any questions about elder care, estate planning, division ... News · Sports · Weather · Traffic · Talk Of The Town · Newschannel 5+ · Don't ...
Firms Not Offering Tax and Retirement Planning Are Getting it Wrong | Wealth ManagementMore. Menu. Log In or Register · News · Investment · Individual Wealth · Wealth Planning ... financial planning, in the wrong place,” said Herbers. “ ...
Using Trusts for Estate Planning - The National Law ReviewTrending News. Previous. CPSC Signals Interest in PFAS in Consumer ... Mom and Dad, a lovely couple in their early 50s, meet with me to discuss their ...