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
PLANNING AHEAD: Elder law attorneys meet in Harrisburg - Mercury – PottstownNews. News · Local News · Coronavirus · National News · Health · Election ... Estate planning is another issue. With the OBBB, the 2027 per person ...
PLANNING AHEAD: Elder law attorneys meet in Harrisburg - Daily Local NewsThe program was entitled “Crossing State Lines Can Cost You Everything: Medicaid, Elder Law and Estate Planning across 5 states (PA, NJ, DE, NY, FL).” ...
Mercer Advisors Launches Aspen 2.0 AI Platform Across $110 Billion Family OfficeIt acts as a system of record for work completed across financial planning, investment management, tax, estate planning, insurance and financial ...
The 40-Year Retirement Rule: How to Prepare Your Taxes for a Longer Life | KiplingerFor nearly three decades, financial planning experts relied on a 30-year benchmark: retire at 65, and your money will last to age 95.
The Estate Lawyers' Kimberly R. McGhee, Esq. RepresentsNews-ID: 4593246 • Views: 3. More Releases from ABNewswire ... SSR Law Offices Expands Estate Planning, Probate Law, and Elder Law Services in …
