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
JRMC U to feature estate education class - The Jamestown SunJAMESTOWN — Jamestown Regional Medical Center is offering a JRMC U: Health & Wealth estate education planning class on Tuesday, June 13, ...
Estate Planning: Appropriate distributions from a special needs trust - Lake County NewsThe trustee of a special needs trust, or SNT, may make discretionary distributions for the “special needs” of a disabled person.
Love Them Enough Not To Leave a Mess! | Montgomeryville, PA PatchWednesday June 14, 2023: GET IN THE KNOW — ATTEND OUR FREE Estate Planning Workshop An up to date estate plan gives you better control over...
Ventura County Reporter Events - Estate Planning for Your Loved Ones - WebinarThe Hayes Law Firm cordially invites you and a guest to attend this special estate planning seminar. Join Us and Learn: •Why internet, ...
Addressing some misconceptions about your will | Features | thenewsenterprise.comWills are necessary planning tools, but like all estate planning, ... Cynthia Griffin is an elder law and estate planning attorney at Burnett and ...