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
Opelon LLP's Owen Rassman Named to Super Lawyers for Third Consecutive YearMembers of the editorial and news ... This honor highlights Rassman's expertise in estate planning and probate law, particularly in Carlsbad, California ...
Savvy Senior: How to prepare your online accounts before you die - ETV NewsDear Savvy Senior, I recently had an estate plan drafted, including a will, power of attorney and advance directive, but I'm not sure what to do ...
Hergott: Caring trustee for a vulnerable beneficiary - Revelstoke ReviewBreaking News: ... At the end of last week's column, I invited readers to share their own experiences with estate planning mechanisms for addicts.
Inheritance tax: Estate planning expert explains how families can reduce their bill in the ... - GB NewsSpeaking exclusively to GB News, estate planning expert Steve Bish advised people to make the most of allowances in the tax code following what he ...
Program at Newport Public Library: Why Estate Planning? Why Now? | Coast LifeLori Ellingson from Agate Financial Advisors will provide information to get started on creating or updating an estate plan. The workshop will cover ...