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
Estate Planning 101: Certified financial planner explains why paper isn't dead - KFVS12News · First Alert Weather · Heartland Sports · Community · About Us · Watch Live · Submit photos & videos. KFVS; 310 Broadway; Cape Girardeau, MO ...
Best practices for using AI in financial planning - Yahoo FinanceAI can extract key provisions from estate planning documents ... Mortgages Credit Cards Sectors Crypto Heatmap Financial News. ABOUT. Data ...
Attorney Discusses Estate Planning During the Holidays - WLBT(WLBT) - The holidays could be a good time for families to discuss estate planning. ... Want more WLBT news in your inbox? Click here to subscribe to ...
Interview with Michelle Moore with Moore Family Wealth - 11/25/25 - FOX 47 NewsAfter facing personal loss and financial uncertainty, she discovered the power of annuities, life insurance, estate planning, and real estate ...
Tunnell & Raysor Make Estate Planning Easy and Simple | Delmarvalife | wboc.comEstate planning can be a challenge for blended families, but it's ... Sections. Latest Newscasts · Local News · Weather · Features · DelmarvaLife ...
