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 ArticlesFinancial Planning: Empowering Women! 5 strategies to BUILD wealth - GUIDE - ET NOW
Feb 20, 2024. subscribe to newsletter. Get the latest financial news and personalised updates to stay ahead of the rest! Submit. Follow Us :.Durnell Maier Law continues to grow during its fourth year - Miami Valley Today
Services offered by the firm include wills, trusts, estate planning, Medicaid planning ... We are the Miami Valley's best source for news and ...Financial advisor addressed women's business group | News | oswegocountynewsnow.com
Rolfe provided an overview of the services he offers, such as retirement planning, investment services, financial evaluation, business planning, and ...Boyes Turner adds Nadine to its team - Reading Today
Nadine brings specialist estate planning experience, with a focus on ... newsnewsrdg newsrdgukrdguk berkshirerdguk newsreadingreading berkshire ...Best Attorney 2024: Barber Tubis Law, P.C. | Civil Law | dailyrepublic.com
Barber Tubis Law provides representation in family law and estate planning matters, including issues unique to military and LGBT+ families.