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.
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Plan Your Legacy with Westcoast Wills & Estates Corporation in North VancouverEstate planning lawyers help individuals and families plan how their assets, property, and wishes will be managed and distributed.
Beatrice foundations offer estate planning workshop - Omaha World-HeraldThe workshop will show how estate planning can help an individual leave a lasting legacy in the community ... Get local news delivered to your inbox!
Beatrice foundations offer estate planning workshopThe workshop will show how estate planning can help an individual ... Stay connected to Beatrice and the news that matters to your community.
CNBC's Financial Advisor 100: Best financial advisors, top firms for 2026 ranked... planning, estate planning and more — based on your specific goals. In ... Global Business and Financial News, Stock Quotes, and Market Data and Analysis ...
Community Foundation President Bob Morris announces retirement - Greenville JournalMorris currently serves on the Greenville Estate Planning Study Group, the South Carolina Planned Giving Council, the Greenville Estate Planning ...
