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 ArticlesMuseum of History celebrates two large donations
“This level of membership support of the historical society's work through estate planning,” said Griggs, “will help to ensure the continued preservation ...Your Money: Are you ready for retirement?
We all know that planning for retirement is important, but it can also be .... kinds of things and having the right estate planning documents in place.Reviewing First Mid Bancshares Inc. (FMBH)'s and Chemical Financial Corporation (:)'s results
In table 1 we can see First Mid Bancshares Inc. and Chemical Financial ... and custodial services; financial and estate planning; and retirement and ...Fall 2019
For Mike '77 and Ruth '77 Cheng, all it took was a lecture to bring them back to Cal. It was the late '90s, and Mike — who earned a degree in chemical ...First 'Every Third Thursday' had a good turnout
Every Third Thursday is a new and informative estate planning class facilitated by Adam Anderson of the law firm, Barney, McKenna and Olmstead.