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
Legal guardians, trustees for kids part of estate planning - The PantagraphAppointing a legal guardian for your children can ease the financial, legal and emotion problems in the wake of your death.
A family planning expert weighs in on the Trump administration's pronatalist policiesLauren Frayer covers India for NPR News. In June 2018, she opened a new NPR bureau in India's biggest city, its financial center, and the heart of ...
BETTER MONEY: The impact of decisions on your taxes, 4/27 - YouTube... News. BBC News New 226K views · 33:09 · Go to channel ... Estate Planning 101 | The Proper Way to Structure Your Estate Plan. The ...
How the IRS taxes Social Security income in retirement - TheStreetAdditionally, he teaches in the Financial Planning Association's Online Elder Planning Specialist program. Start Conversation. Related news on ...
A family planning expert weighs in on the Trump administration's pronatalist policiesWills and Estate Planning · Business Sponsorship · Connect · Events; About ... KUOW is Seattle's NPR news station. We are an independent, nonprofit ...