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 ArticlesWolters Kluwer recognized as a 2023 Customers' Choice for Financial Planning Software in ...
Your update on what's going on in the Fintech space. Keep up-to-date with news, valuations, mergers, funding, and events. Sign up today!What is estate planning? - Yahoo Finance
Estate planning can come in a variety of forms, from basic beneficiary designations when you open a bank or brokerage account to more complex and ...Bilingual caregiving nonprofit moves to new office in Chula Vista - The San Diego Union-Tribune
Financial Matters. Benefits & insurance · Legal & estate planning · Money & more · Caregiversd.com ... News for CaregiversLocalHealth. Newsletter.What Is A Financial Consultant And What Do They Do? | Bankrate
Financial consulting involves developing an overall financial plan including retirement planning, estate planning, tax strategies, debt management ...Affluent investors offer opportunities for wealth management - Financial Planning
For financial advisors, that could be a huge opportunity. ... A subscription includes all news and analysis, exclusive research reports, ...