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 Articles
Immigrant Entrepreneurs Summit connects workers with resources and advice | wqad.comTo stream News 8 on your phone, you need the News 8 app. Download ... estate planning. Author: wqad.com. Published: 6:22 PM CDT September 1 ...
Stoddard Law Firm Highlights Power of Attorney Planning for Families | Press ReleasesSeptember 01, 2026 - PRESSADVANTAGE - As families consider how to manage financial and medical decisions during.
Meet 11 of the latest hirings and promotions in the Chattanooga business communityShe will work with families and advisory teams on trust administration, estate planning and long-term wealth preservation strategies. Wayne Denham.
Figma CTO family trust plans sale of 732 shares | FIG SEC Filing - Form 144 - Stock TitanThe shares, acquired on December 13, 2018 via an estate-planning transfer from settlor Kris Rasmussen, are held in a trust established for the benefit ...
Figma CTO family trust plans sale of 731 shares | FIG SEC Filing - Form 144 - Stock TitanEstate Planning Transfers financial. "12/13/2018 | Estate Planning ... Live News · Financial Tools · Stock Market Hours. Links. RSS feed · Facebook ...
