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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BURNER PRUDENTI: Fall Estate Planning Checklist, What Should You Review?With fall here and the end of the year approaching, is there anything I should be reviewing in my estate plan?
Cogent Bank launches Trust Services for personalized trust, estate solutionsCordero also brings a particular focus to women navigating wealth transfer and estate planning, an area she says is often overlooked in the industry.
3 questions to ask your parents about their estate plan - other than 'How much money do you have?'... estate planning with their adult children. Among these ... "While it can feel overwhelming, the good news is you can start small," she said.
