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 ArticlesTrust important part of life care plan for special needs loved one
If you have a loved one with special needs, a trust could be a very important part of his or her life care plan. Generally speaking, a trust is created when someone manages property – usually money or real estate – for another person. We often think of trusts as estate planning tools to conserve wealth for ...BLG provides holistic life care plan
The Life Care Planning Law Offices of Bradley L. Greene have more than 30 years of collective experience in supporting and enhancing the lives of older adults. ... When we meet with you to begin your life care plan, we'll review your benefits, put your estate plan together, research supportive community ...VSU nets $1.7 million in agricultural grants
Farmers enrolled in the program will begin by attending a small farmer orientation and must commit to attending a series of educational workshops that include estate planning, financial and business management, sustainable production practices and marketing. They will also be connected to a farmer ...McGlinchey Stafford's Birmingham Office Adds Tax Attorney Paul Leonard
For nearly 30 years, Leonard has served as outside counsel to companies throughout the United States in the area of taxation, with an emphasis on general business planning, business formation, employee benefits, tax-exempt bond issuance, mergers and acquisitions, and estate planning. “Our team is ...Taxes and Your Estate Plan
Creating an estate plan can help lessen additional costs incurred by gift and estate taxes, and Personal Capital can help you through this complex process.