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
Dwight Frederick Garner Obituary - Naples Daily News... Estate Planning Council of Naples; past president YMCA Endowment Board, First Presbyterian Church Elder; first recipient of the American Red Cross ...
What you need to know if you're planning to check out an estate sale - WXYZEstate sales are popping up almost everywhere and if you're looking to check some out over the next few days, there are some things you should ...
'No tax on tips' is more complicated than it sounds | Where's the Money? - YouTubeSky News Australia New 2.5K views · 13:00. Go to channel · Don't end up in PROBATE due to your bank accounts. My Legacy and Estate Planning Journey• ...
Crazy Markets Shouldn't Derail Your Retirement if You Follow This Financial Pro's Plan... estate planning and tax strategies to preserve and grow your wealth. ... news and offers from other Future brands. Receive email from us on ...
Jackson attorney-turned-banker takes top wealth role at SMBT - Coldwater Daily ReporterBefore entering the banking industry, Perrine practiced law as a general business and estate planning attorney in the Jackson area. He holds a ...