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
Wealth planning vs. estate planning: Honoring your client's wishes - InsuranceNewsNetWealthy families face a generational wealth-loss problem that an estate plan alone can't solve. An estate plan is the first step, but a wealth ...
Financial planning for what's next: How Triangle businesses can prepare for 2027 nowDecisions about hiring, equipment, real estate, working capital, and expansion rarely begin on Jan. 1. They often take months of planning, ...
Why a Gun Trust is Still Essential in North Carolina Despite Changes in Federal Law... estate-planning tool under North Carolina law. At Losee Coggins, we ... Trending News. Novant Health Prepares For Major Expansion In 2027.
Church's financial literacy Zoom focuses on estate planning - Chandler IndependentSubscribe to the Chandler Independent newsletter. Get local news in your inbox every week. * indicates required. Email Address * ...
Estate planning can seem daunting, particularly for those unsure where to begin ... - Decorah NewsEstate planning can seem daunting, particularly for those unsure where to begin. The presentation will introduce the basics of estate planning, ...
