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
There's no summer slump for your estate planning | WOODTV.comThe Law Offices of David L. Carrier. Estate Planning & Elder Law. Make an appointment; 1-800-317-2812; Offices in Grand Rapids ...
Foxhound by Trustate: The World's First Platform to Deliver Verified, Real-Time Asset ...Trustate Revolutionizes Estate Planning with the Launch of Game-Changing Estate Planning Documents ... Wish your news had this kind of reach?
Wealth.com Announces EstateCon 2027, the Premier Event for the Future of Estate and Tax Planning... estate planning, tax planning and wealth management ... Mortgages Credit Cards Sectors Crypto Heatmap Financial News. ABOUT. Data ...
Wealth.com Announces EstateCon 2027, the Premier Event for the Future of Estate and Tax PlanningEducational sessions focused on estate planning, tax planning, AI and advanced planning strategies ... More News From Wealth.com. Get RSS Feed. Wealth.
Brent Holcombe Launches Independent Firm Chocorua Wealth Management With Support ...... planning, investment management, estate planning coordination and multigenerational wealth transfer strategies. ... Wish your news had this kind ...