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
Terry Register - CEO of Capsur Tax and Estate Planning - openPR.comNews-ID: 4091850 • Views: … More Releases from Getnews. Arsenal Volleyball 15U Wins AAU Junior National Championship - Only 15U Team from Canada to ...
Gateville Law Firm Named Best Law Firm in Kendall County for 2025 - WCBDSkip to content. WCBD News 2 · Charleston 79° · LIVE NOW. News 2 ... He focuses on estate planning, real estate, asset protection, and business law.
Estate Planning And The Final OBBBA: Key Changes High-Net-Worth Individuals Must KnowThis paves the way for robust multi-generational planning through dynasty trusts and other strategic vehicles. 3. Trust Income Tax Brackets Made ...
Congress passes tax bill addressing TCJA extensions and business tax relief | RSM USNews releases · Media kit · RSM in the news · Events · Subscribe · RSM ... Estate planning: Increases the estate, gift, and generation-skipping ...
Even with the megabill's higher $15 million estate-tax exemption, estate planners won't be out of jobs... News · MarketWatch. Even with the megabill's higher $15 million estate-tax ... Lockshin was partially inspired to start his estate-planning platform ...