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 ArticlesLU Extension to offer estate planning workshops - News Tribune
Lincoln University Cooperative Extension will host comprehensive estate planning workshops beginning in November. Small ruminant specialist Homero ...Become a CFP® Professional and Give Back Through Pro Bono Financial Planning
... financial planning. If you like helping others, consider a career as a ... News · Sports · Living · Announcements · Obituaries · Features. Services.United States: The What, Who And Why Of 1202 Strategies (Podcast) - Mondaq
Our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen talks to Lara Sass, an estate planning attorney in New York ...Become a CFP® Professional and Give Back Through Pro Bono Financial Planning
Alongside their paid work helping people plan their financial futures, thousands of CFP® professionals across the country have chosen to “give back” ...Become a CFP® Professional and Give Back Through Pro Bono Financial Planning
Become a CFP® Professional and Give Back Through Pro Bono Financial Planning ... © Copyright 2023 The Pilot News 218 N. Michigan, Plymouth, IN | Terms ...