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 ArticlesLoad up on books, rummage sale deals or macarons: Holding Court
Women looking for assistance with financial and estate planning are invited to the Women's Worth seminar scheduled for 4:30 to 6:30 p.m. Tuesday, ...Main Street Capital Co. Announces Dividend of $0.21 (NYSE:MAIN)
The financial services provider reported $0.63 earnings per share for the quarter ... Receive News & Ratings Via Email - Enter your email address below to ... business expansion capital, growth financings, family estate planning, and ...Estate Planning Seminar
Estate planning lawyers from Sheridan and Johnson County will be holding a free estate planning seminar Saturday at the Sheridan High School ...Stocks Slip Before Earnings; British Pound Drops: Markets Wrap
Or if you're already in the financial planning industry, what are the best ... Through the Financial Advisor Briefing column, written specifically for ... as well as analysis of the latest economic news and how it impacts the stock market.Financial Gravity Adds Wealth Management Executive to Company Board
Financial Gravity's Chief Executive Officer, Scott Winters, stated, “Gary is a ... companies including brokerage, wealth management, estate planning, ...