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
Should I stay or should I go? Wealth taxes add to financial planning decisionsAs wealth tax proposals pop up around the country, advisors guide clients through assessing how these factors change the equation of financial ...
Asking Eric: After tragedy, daughter says mother's love is only skin-deep - Boulder Daily CameraAsking Eric helps a grieving mother navigate adult child estrangement and shares crucial financial advice for estate planning ... News · News ...
August is National Make-A-Will Month - WLBTWhile only 32% of Americans have one, Kyle said estate planning is ... Want more WLBT news in your inbox? Click here to subscribe to our ...
FPA Summit to bring financial planning professionals to D.C. area in NovemberPBN subscribers get ahead with unlimited access to PBN news, information, and insights from our editorial team, research and data, webinars and much ...
College students in San Antonio urged to plan for financial future - YouTube... planning their financial future. Welcome to the official YouTube channel for KSAT 12 News in San Antonio, Texas. Stay informed with the latest in news ...