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
When Remarrying Creates a Blended Family: Advice From Financial Pros | Barron'sFinancial and estate planning can be complicated under normal circumstances. ... Financial News London. Newsstand. Buy Issues · Reprints · E-Edition.
Fixed income, Advisor insights What should I do with my cash holdings? - UBS... financial plan. Did you Know ? Inflation has reliably eroded the real ... news · Careers · Become a UBS Advisor · Investors relations. Change your ...
James Plittz joins Waters, Tyler, Hofmann & Scott | News | newsandtribune.com... Estate Planning & Administration Division. He will be collaborating with Partner J. Scott Waters in providing the residents of Southern Indiana ...
Transitioning a Family Business to a Child in the Business - The CPA JournalThis can raise a myriad of income tax, estate tax, estate planning, corporate/business, and family issues. Is the designated successor capable of ...
Is a Charitable Remainder Trust Right for Your Estate Plan? | Adler Pollock & Sheehan P.C.They may include giving to your favorite charity and leaving a significant amount to your loved ones under favorable tax terms. One estate planning ...