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.
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Maplebear director awarded 6,048 restricted shares | CART Insider Trading - Stock TitanThe filing also lists large indirect positions held through various Sequoia Capital funds and estate planning vehicles, where he may be deemed to ...
Financial Advisors More Optimistic than Their Clients—At Least on Surface—Study SaysIf you marry after federal retirement you may elect to provide a survivor annuity but […] More in Retirement Benefits · Financial & Estate Planning ...
Natalie Kuehler Receives Prestigious Award from the Community Foundation ... - Lake Chelan NowLake Chelan News and Information Logo ... Natalie, founder of Kuehler Law Firm, PLLC was recognized not only for her work in estate planning ...
Estate Planning Clients Increasingly Turn to Advisers | PLANADVISERAdvisory M&A News – 5/27/2026. LPL acquires Soundview Wealth Management, Emerald Wealth Management; Moneco Advisors taps 3 advisory teams; Cetera adds ...
Estate planning drives institutional capital to Birmingham real estate - The Business Journals1031 Exchange: An owner satisfies a 45-day replacement-property identification timeline and defers capital gains tax by rolling sale proceeds into ...
