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
Cordell & Cordell Expands Estate Planning to Serve Nine U.S. States | News | bakersfield.comHowever, estate planning is for everyone, regardless of age, assets, or income level,” said John Sauter, Senior Estate Planning Attorney at Cordell & ...
Is This The Start of A Financial Advisor Retirement Boom? - Wealth ManagementFuture Focused Estate Planning SummitFuture Focused Estate Planning Summit ... Mar 13, 2025. Latest news. google logo magnifying glass SEO AEO.
When fertility choices have estate planning implications - YouTubeAssisted reproduction and freezing genetic material are increasingly common procedures for modern families, and it's crucial to understand the ...
RISR Partners With Allworth Financial to Further Strengthen Business Owner Planning ...By integrating RISR into its advisory platform, Allworth strengthens its ability to deliver highly coordinated financial, tax and business planning— ...
What Maryland's 2026 Tax and Budget Landscape Means for Donors and Wealth AdvisorsEstate tax mismatches: While the federal estate tax exemption continues to climb, Maryland's remains much lower, keeping estate planning squarely in ...
