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 ArticlesBusiness People: Cargill announces top leadership succession plan - Yahoo News
FINANCIAL SERVICES. Bell Bank, Fargo, N.D., announced the addition of Jena Cogswell as executive vice president/chief marketing officer, based at ...Business People: Cargill announces top leadership succession plan - Pioneer Press
By Pioneer Press | email@example.com ... attorney Yemaya Hanna to the Estate Planning Group, and attorney Jessica Karp to the Corporate ...Five common estate planning mistakes to avoid | Off the page: Staff Blog | idahopress.com
Every estate plan is based on the personal, family and financial situations, and tax laws, in effect at the time it was created. All of these will ...'Magnificent Seven' takes a swing: Is your estate planning up to par?
Make sure you have these estate planning documents completed. · Today's ePaper · Your City's News · Podcasts · Best in DFW Winners · Public Notices ...In 10 years, 43% of first marriages may fail. This is why couples may want a postnuptial agreement
What situations might prompt a couple to create a prenuptial agreement? According to attorney and certified financial planner Keith Singer, president ...