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 ArticlesSurvey Offers Well-Being Wish List - FEDweek
Insufficient pay, cost-of-living increases, housing costs, recurring bills and a lack of training in financial planning all serve as barriers to ...West Haven brewery plan gets key approvals despite resident concerns
“The rock is the hardship,” Juliano said. More News. Police: Man arrested in woman's East Haven fatal overdose.Judge appears willing to unveil some of Mar-a-Lago affidavit - NewsTimes
The hearing was convened after several news organizations, including The Associated Press, sought to ... The Best Estate Planning Attorneys in CT.Creative Planning acquisition adds another $5B in assets to the fold
Creative Planning's acquisition of Wipfli Financial Advisors adds nearly 100 employees and $5 billion assets under management.The betrayal of bonds | Financial Planning
Financial Planning Logo ... A subscription includes all news and analysis, exclusive research reports, continuing education programs and access to ...