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 Articles

IGM Financial (IGM) Given New C$31.00 Price Target at Barclays

The company also offers financial planning services, including investment, tax, retirement, education, risk management, and estate planning; strategic ...

The Shoemaker's Kids Are Shoeless: Advisors Are Failing At Succession Planning

From the minute an advisor hangs out a shingle in front of a new financial planning office, he or she should be thinking about how to get out of the ...

5 tax changes to know about for 2019

The IRS is updating its individual income tax brackets for 2019 and making a few other changes worth noting. The Tax Cut and Jobs Act of 2017 made ...

Were Analysts Bullish Mattioli Woods plc (LON:MTW) This Week?

Investors sentiment increased to Infinity in Q3 2018. Its up Infinity, from 0 in 2018Q2. It increased, as 0 investors sold Mattioli Woods plc shares while 0 ...

Voice of the consumer: Estate planning isn't for amateurs

(The Gazette) - 11 News lead Call For Action investigator Katie Pelton pens a ... I didn't even think about estate planning until I had my daughter.