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
Finance Hub: Turn holiday generosity into a lasting family legacy (and a tax win)For those with substantial estates, incorporating charitable giving into your estate plan ... news tip? © Post Publishing Inc 2010-2025. Website ...
Haynes Boone Adds 6 Attorneys in Dallas to Expand Family Office and Employment CapabilitiesHaynes Boone has welcomed six new attorneys in Dallas, including four in the firm's Family Wealth and Estate Planning ... News · Blogs · Press ...
How to talk to your adult children about their inheritance - CNBCIt's also a good idea to include some other key estate planning ... Global Business and Financial News, Stock Quotes, and Market Data and Analysis.
Adaptable estate planning in our one big beautiful world - InsuranceNewsNetDoes this mean that clients whose net worth is below these thresholds don't need to worry about estate planning? ... NEWS INSIDE. Companies · Earnings ...
The One Big Beautiful Bill Act: Key Year-End Tax Changes for Private Wealth ClientsNews & Insights. Popular; Labor & Employment · Finance & Banking ... estate planning strategies. Below, we highlight the most relevant ...