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
Can married couples financially separate themselves from each other?Married couples can enter into a post-nuptial agreement, said Shirley Whitenack, an estate planning attorney with Schenck, Price, Smith & King in ...
CALIFORNIA REAL ESTATE OWNERS NEED LEGAL ADVICE ASAP TO AVOID PROPERTY TAX ...Jeff Condon is the author of inheritance planner best sellers "Beyond The Grave" and the "Living Trust Advisor". Jeff Condon Estate Planning Law Office ...
Estate planning is an important strategy for arranging financial affairs and protecting heirs — here ...Estate planning avoids taxes and legal tie-ups, and ensures funds are bequeathed as you wish. An estate plan appoints the right people to take care ...
Financial Goal-Setting Starts With 'The End In Mind'An equally important aspect of financial planning is setting goals. Step #1: Begin with the End in Mind. Subscribe. In the enormously successful book " ...
Waller Announces Nine New PartnersBunge provides guidance on tax planning, business succession planning, and estate planning issues. He earned his LL.M in Taxation in 2014 from ...
