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
Software firm FreeWill launches estate planning platform with help from Mercer - Citywireprint comments. Got a news tip? Contact us anonymously at tips@citywireusa.com. Related News. Mercer M&A czar Dave Barton retires. Show and add ...
January 1, 2025 Deadline Is Fast Approaching for Compliance with the Corporate Transparency ActMirele A. Sagan is an Associate at Mintz who focuses on estate planning, estate tax planning, and trust administration. ... News & Press Releases ...
Kevin Knull | Financial PlanningKevin Knull is a CFP and president of TaxStatus, which offers IRS account monitoring and consent-based access to IRS tax records for financial ...
Mercer develops estate planning platform with software firm FreeWill - Citywire... estate planning capabilities ... estate planning capabilities. ... print comments. Got a news tip? Contact us anonymously at tips@citywireusa.com. Related ...
Hotze lawsuit seeks removal of 'tens of thousands' of ineligible voters from Harris County rollNational Estate Planning Awareness 2024. Plant ... She writes daily news ... She came to Houston Public Media in 2023 from the Galveston County Daily News ...