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
Coronavirus Has Shown the True Value of Cash ReservesOne of the hardest parts about being a financial planner is convincing ... One of my clients had been sitting on his will and other estate-planning ...
LaSalle St. Continues Recruiting Success With Addition Of Stiles Financial Services Inc. To Broker ...The firm's private wealth management integrates life-planning advisory services with portfolio management, risk management and estate planning.
LaSalle St. Continues Recruiting Success With Addition Of Stiles Financial Services Inc. To Broker ...The firm's private wealth management integrates life-planning advisory ... Through retirement plan consulting, Stiles Financial Services provides ...
IRA planning tips for changes associated with the SECURE and CARES actsPlanning tip - If your estate plan intended for any IRA or qualified plan balance to be paid to a trust, your trust document may have included a “conduit ...
When There is Only a Will There's No Way You're Avoiding ProbateSpeaking to an estate planning attorney can help you avoid probate and get your financial and medical affairs in order with a Powers of Attorney for ...
