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
Survey Highlights Inheritance Expectation Gap - Elder Law AnswersOlder generations generally plan to leave more in terms of value and variety of assets (money, real estate, personal possessions, investments) than ...
Estate planning with Tobin, Ramon & Barber - YouTubeEstate planning with Tobin, Ramon & Barber For more Local News from WIFR: https://www.wifr.com/ For more YouTube Content: ...
Micro Center set to open 1st Arizona store in Phoenix - KTAR NewsSponsored Articles · How to plan for and navigate retirement in a shifty economic environment · Living trust services can help you with estate planning.
Newly unsealed Epstein records shed light on years of his financial transactions with Wall St. figures... news articles about Epstein's alleged activities. ... Black paid Epstein only for tax and estate planning advice that saved him and his family billions ...
Recent developments in estate planning - The Tax AdviserNews · Magazine · Topics. Advertisement. feature; ESTATES TRUSTS & GIFTS. Recent developments in estate planning. By Carol Warley, CPA/PFS, J.D.; ...
