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
Best Up and Coming Law Firms: Wilkinson Law Group, LLC - Wisconsin Law Journal... News · Home ... Located in Spring Green, Wilkinson Law Group provides estate planning, probate, trust administration and real estate law services.
Love, legacy and conflict: the right people to manage your affairs might not be who you thinkEstate planning is often framed as a practical endeavour: putting ... News · Opinion · Sport · Culture · Lifestyle. Original reporting and incisive ...
IRS cracks down on inherited IRA withdrawals - MSNThis marks the end of the more flexible 'stretch' strategy, potentially accelerating tax bills and affecting estate planning. Experts warn that ...
In Loving Memory of Beverly M. Schindler - Obituaries & Ways to Support the FamilyNews Obituary ListingBEVERLY M. SCHINDLER, 74, of Jasper died Tuesday ... Funeral and Estate Planning. Funeral and Estate Planning. Attending a ...
I'm a Financial Planner: 5 Ways High-Net-Worth Households Manage Money ... - Yahoo FinanceEstate planning, succession strategies and family governance are ... Mortgages Credit Cards Sectors Crypto Heatmap Financial News. About. Data ...
