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
Newer legal tool helping heirs keep family homes in Cook County - Chicago TribuneOver the last decade, an increasing number of Cook County homeowners have used transfer on death instruments, a cheaper, simpler estate planning ...
Navigating tough holiday conversations with your clients - Financial PlanningAmericans live in a culture where money talks are taboo, but advisors can help clients overcome that and preserve generational wealth during the ...
Gifting as an estate planning tool | South Carolina Public Radio... financial planner with Wells Fargo Advisors in Greenwood, SC. Tags. South Carolina Business Review SC Business Reviewbusiness newsbusiness. Stay ...
5 Legal Considerations for Farm Transition Planning | Agriculture Business & Agritourism NewsFarm transitions come with tax, legal and financial considerations with a number of actionable choices — if done early. Putting off planning can ...
It's your funeral: Here's how to plan so your loved ones don't have to - Red Lake Nation News... estate planning - or helping with a loved one's arrangements, here are a few basics to start the conversation: https://www.startribune.com/death ...
