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 ArticlesGet Your IRS Checks; Shareholders Should Be Secondary
Read on for the Forbes analyses you need to make financial sense of the season. ... the key drivers that could impact your estate planning in 2021 and beyond. ... Plus, some good news for the 69 million retired Americans already ...Michael Brown and Anne West join Northern Piedmont Community Foundation Board of Directors
Now, he maintains a respected real estate and estate planning practice. As the lead attorney for Walker Jones in Rappahannock County and the ...Ex-Cop Sentenced; Celeb Wedding Planner Puts CT Estate On Market
Landlord arrested/ Abandoned pet rescued/ Neighbor restrains burglar leaving house: PD/ Planet Fitness celebrates new club location: CT News ...It may be time to give money away
A true sign of financial independence is to worry about your estate plan and what to do with your assets after you pass away. Some people, myself ...Former Banker Ashish Bhandari Takes to the Skies With Private Pilot License
... investment advisory, and estate planning, working predominantly with ultra-high-net-worth individuals. Since then, the former banker has gone on to ...