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
Financial Health: Estate Planning - Power of Attorney - WENY NewsJohn G. Ullman & Associates, Inc. President & COO Jason Nickerson explains why a Power of Attorney is an important document to have as part of ...
GUERRA WEALTH ADVISORS LAUNCHES "BE RETIREMENT READY WORKSHOP ...... estate planning forums, reaching thousands of residents each year. At ... Explore. Banking & Financial Services · Education · News ...
Harbourfront Wealth acquires Toronto investment managerLatest news In Industry News. FP Canada names top performers ... FP Canada, Institute of Financial Planning update guidelines on expected returns.
Don't Get Blindsided by These Medicare Surcharges - Money Talks NewsCreate and Maintain Your Overall Retirement Plan. Happy retired couple checking finances or budgeting and doing financial planning for retirement ...
Industry Veterans Launch Uniting Wealth Partners, a Revolutionary RIA Model that ... - Business Wire“We want to be truly holistic when we plan for our clients' financial ... News Release DistributionNews Release OptimizationInvestor ...