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 ArticlesBaird's deal for $18B firm points to consolidation, potential recruiting fights - Financial Planning
The roughly 90 advisors expected to move from Hefren-Tillotson upon close of the deal will change their custodian and RIA as well.BayView Private Wealth Advisor Jonathan Slater Earns CFP® Certification | Business Wire
The CFP® mark is widely recognized as the highest standard of excellence for financial planners. Candidates for the CERTIFIED FINANCIAL PLANNER™ ...Elder law attorney Kerry Peck: Why it's important to get your estate planning done now | Chicagoland
This article was posted online by WGN Radio Chicago. Spot On Illinois collects excepts of news articles from this source and add these in the ' ...TrueNorth Wealth Continues Explosive Growth, Adding More Than $200M Under ...
The firm assists clients with everything from complex estate planning to ... “The financial planning industry is beyond saturated,” he noted.Offices, commercial center could go on Signal Mountain Road tract in Chattanooga
... proposal to rezone the tract is approved next month by city planners. ... his certified financial planning business, Poole Wealth Management, ...