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 ArticlesThe Fed15 Podcast: A Look at Health Benefits for Federal Employees
How often do you think about your FEHB plan? ... a fiduciary, fee-based financial planning firm based serving federal government employees and ...Legal column: estate planning for single parents - Paso Robles Daily News
If you should become incapacitated or pass away, who will become the guardian of your minor children? If the child's other parent is surviving and has ...New York Estate Planning Attorney Yana Feldman Releases Informative Article on Wills ...
She explains, "Estate planning is the process of anticipating and arranging for the distribution of an Estate. Your estate is anything you own, ...Safe Living And Elder Empowerment Symposium Coming Soon - myMotherLode.com
Tamara M. Polley, J.D, L.L.M., Estate Planning Attorney, to speak about ... Sign up for our Breaking News Alerts and the myMotherLode.com Daily ...How to Tell a Real Financial Risk From a 'Manufactured Crisis' - NerdWallet
Money News & Moves: Seek a little perspective before making a decision to ... He is a certified financial planner and former financial advisor.