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 ArticlesSweeten your IRA for your heir
This past year, estate planning attorneys have introduced a sweet option to an old standby tool: a charitable trust that replaces the former Stretch IRA that ...Aritzia Announces $91 Million Secondary Offering of Subordinate Voting Shares
The proceeds from the Offering are intended for estate planning, investment diversification and charitable giving purposes (including through the ...Rineharts leave Northern a legacy gift of $235000
“Estate planning and endowments are a wonderful way to leave behind a legacy, support Northern students and support north-central Montana,” said ...10 Steps to Writing a Will
Most people should have a will, but it's rarely the most significant estate planning document an individual holds. Many of a typical household's assets, ...OneUnited Bank, Largest Black Owned Bank, Announces Fidelity Investments® Sponsorship of ...
The free state-of the art virtual financial conference is focused on closing the ... Lori Anne Douglass, estate planning attorney and founding partner of Douglass ... .com:https://www.businesswire.com/news/home/20210513005730/en/.