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 ArticlesINSIGHT: Transfer Tax and Estate Planning Considerations for Clients With Cryptoassets (Part 1)
Cryptoassets are a rapidly expanding asset class for which the IRS has provided only nominal guidance regarding transfer taxes. In the first part of a ...Carr, Riggs & Ingram, LLC (CRI) Launches The Preferred Legacy Trust Company
In addition to estate and trust administration, The Preferred Legacy Trust Company provides investment management oversight, family planning and ...DangerLaw lawyers named Super Lawyers
Danger handles cases involving estate and estate tax planning, closely held business succession planning, advocacy for solo agers, LGBTQ estates, ...Farm succession planning workshop Jan. 29
Farm succession planning workshop Jan. ... 9:30 a.m. to 2:30 p.m. and will provide information and resources on farm succession and estate planning.Citi Private Bank Hails Fernando Alonso on His Impressive Maiden Dakar Rally
Motor racing's multiple world champion has again proved his incredible versatility in the iconic race in Saudi Arabia's desert. NEW YORK — Citi ...