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 ArticlesDo you need to pay taxes on money given to you in a will? | Dollars and Sense - ABC10
Those three taxes are estate and gift taxes, inheritance taxes and income taxes. ... For on inheritance and estate planning, view the PDF below.Danbury wants to make outdoor dining permanent. Here's why - NewsTimes
The new law proposed by Sharon Calitro, the city's planning director, would allow a licensed restaurant to apply for an outdoor dining permit as ...How to transition the farm is a hard discussion but one that must take place
Transition planning is different for every family, but don't think that ... “A beginning farmer must also navigate through who handles real estate ...Estate planning info session March 27 | Business | mycouriertribune.com
KEARNEY — Radiant Life Church in Kearney will host an estate planning informational ... SENIOR NEWS LINE: Be aware of scam messages on cellphones.Law Offices of Mary Ann Tardiff offers fixed fee estate planning - StreetInsider
Get instant alerts when news breaks on your stocks. ... The Atascadero-based attorney provides estate planning, wills, and trusts to Paso Robles, ...