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
Attorney Blessing joins Arts Bonita - Florida WeeklyReal Estate News ... Blessing is a member of Henderson Franklin's Estate Planning Department and is based out of the Bonita Springs office.
EuroAmerican Financial Advisors Wins Highly Commended Award at 2025 EMEA FEM ...... estate planning, residency guidance, and banking solutions. The firm is ... Financial News London · realtor.com · Mansion Global · Dow Jones Smart ...
Neighbor Inherits Elderly Woman's Estate After Family Fails to Visit for 13 Years, but They ...... news to compelling human interest stories. ... “I have since taken over the estate planning, such as paying bills, swapping over policies, etc.
EuroAmerican Financial Advisors Wins Highly Commended Award at 2025 EMEA FEM ...Close submenu (News in Focus)News in Focus. Browse All News ... estate planning, residency guidance, and banking solutions. The firm is ...
I'm 54 with a $320000 IRA and will soon be self-employed, earning $120000 per year ... - Kiplinger... news and offers from other Future brands. Receive email from us on ... financial planning decisions. Latest. Several houses made from dollar ...