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 ArticlesComparing Peoples Financial Services (NASDAQ:PFIS) & Sandy Spring Bancorp (NASDAQ:SASR)
This is a summary of recent ratings for Peoples Financial Services and Sandy ... of the latest news and analysts' ratings with MarketBeat.com's FREE daily ... portfolio management, estate and business succession planning, annuities, ...Bitcoin inheritance made possible with Casa Covenant
Users can now safely transfer Bitcoin to their loved ones using multi-sig technology in a controlled manner. Estate lawyers are unlikely to lose the ...Better Living Showcase offers seniors tips for wellness, retirement and more
... health and wellness, travel and recreation, medical products, wealth management, senior living, estate planning, health care, and diet and exercise.The Law: What to consider when appointing a fiduciary?
In a well-crafted estate plan, a person will appoint individuals or financial institutions to represent them in the event they need assistance with their ...Skip Schweiss of TD Ameritrade elected 2020 president of FPA
The Financial Planning Association has elected Skip Schweiss, president of TD Ameritrade Trust Co., as its 2020 president for a one-year term.