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
John Francis Rosica Obituary Oct 30, 2026 - Legacy.comFind a Funeral Home Estate Planning Guide Estate Settlement Guide Plan ... John was inducted into the PR News Hall of Fame for his pioneering ...
Navigating estate planning and grief with compassion - CBS MinnesotaIf you've lost someone in your immediate family, you know there's the grief and then there's business you have to immediately tend to.
Planning for farm succession also means planning for taxes - The Western ProducerAn estate freeze may help manage the parent's future tax exposure and support retirement and estate planning objectives. ... News · Opinion · Markets ...
Navigating estate planning and grief with compassion - YouTubeGo to channel Boston 25 News · 'It was horrible': Ex-MIT scientist breaks silence after $6M defamation verdict | Full interview. Boston 25 News. New.
Claim Your Unlimited Pipeline: Built for Advisors Who Refuse to Be AverageTax and estate planning can also open the door to deeper conversations ... News · INN Magazine · Insurtech News · Newswires Feed · Regulation News ...
