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 ArticlesMercer boosts female leadership with new hire
Not only did the firm offer an array of services including financial planning, tax planning and estate planning, but Welling also showed a commitment to ...Legal planning for seniors
4 for “Legal Planning for Seniors,” a class that will discuss considerations involving the authorization of another person to make financial and health ...Barry L. Dayley, MRFC® – 2020 Loren Dunton Memorial Award Recipient
MIDDLETOWN, Ohio (PRWEB) January 21, 2020. Generally regarded as the "Father of Financial Planning", Loren Dunton organized financial ...Checking Beneficiary Designations Before Wrecking Your Estate Plan
Checking Beneficiary Designations Before Wrecking Your Estate Plan ... The news reports that a lawsuit was recently filed in Pennsylvania by Lance ...Former US Navy Pilot Joins Keel Point As Family Office Counsel
... according to a news release. Andre will provide the firm's family wealth directors and administrators with legal tax and estate planning advice and ...