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 ArticlesAlberta making changes to trusts for people with disabilities
Trusts are estate planning tools that help provide ongoing care and financial help for people with disabilities. The bill does not ... â€œAISH benefits help people with their daily needs and provide resources necessary to let them live as independently as possible â€ Sabir told a news conference Monday.Alberta making changes to trusts for people with disabilities
Trusts are estate planning tools that help provide ongoing care and financial help for people with disabilities. The bill ... “AISH benefits help people with their daily needs and provide resources necessary to let them live as independently as possible “ Sabir told a news conference Monday. “Albertans with ...Planning To Transition The Farm
Wilber—The U-N-L Extension Service is sponsoring a workshop this Friday in Wilber titled “Farm and Ranch Estate Planning Workshop”. The workshop will focus on the decisions and situations which should be addressed when thinking about how your farm or ranch estate will be passed.Doctors The Clients Who Depend On Advisors The Most, Survey Says
Doctors are more likely to seek out the help of a financial advisor than millionaires and ultra-high-net-worth investors, says the Spectrem Group. The Spectrem Group, a market research firm based in Lake Forest, Ill., stated that the percentage of doctors using a professional advisor was “far above the ...People in the News—March 19, 2018—Marshall Dennehey Warner Coleman & Goggin
Douglas A. Fendrick and Jamie Shuster Morgan, Fendrick & Morgan partners, presented an hour-long seminar covering the myriad Medicaid rules and regulations that could affect Estate and Financial Planning Council of Southern New Jersey attendees' clients regarding asset protection and long-term ...