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
A Good Environment for Gifting: Taking Advantage of Low Valuations for Family Legacy PlanningWhen property values are low, more assets can be transferred using less of the gift and estate tax exemption amount. It is hard to plan for what ...
Jeff Bezos espousing tax myths hurts people's understanding of the rules CRA appliesThis strategy is routinely taught in American tax and estate planning circles. Bezos's rebuttal — “I sell Amazon stock routinely” — is technically ...
7 Things That Happen When You Die Without a Will - Money Talks NewsOr for the elderly. Or for “later, when things settle down.” That's exactly how families end up in courtrooms. Per Trust & Will's 2026 Estate Planning ...
Smart Money – Sanlam Private Wealth's Stanley Broun on the importance of global estate planningFollow on Google News. In this Smart Money with Alishia Seckam interview, Stanley Broun discusses the importance of global estate planning. Broun ...
"We make zero assumptions about our clients": Quilter Cheviot's Patrick Good on wealth ...“We see wealth management, financial planning and investment management as going hand in glove,” he said. “We spend time with our clients figuring ...
