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 ArticlesStudy says 79% of parents help their adult children financially
Tax and Estate Planning Attorney Denise Hoffman said she worries that propping up adult kids will hurt them in the future. Hoffman said, "You start to ...Column: Why we procrastinate about estate planning
One of the main problems faced by estate planning attorneys is procrastination. Why do so many of us put off estate planning? Even wealthy and ...Estate Planning: Claudius, stepchildren adoption
My dad worked a lot and getting to spend time with him is one of those pleasant childhood memories. I know what you're thinking: estate planning and ...Baton Rouge, New Orleans area Business Honors for Dec. 16, 2018
... the Law Center faculty in 2010, and her teaching and research interests are in the areas of civil law, comparative law, estate planning and tax.How a trust can protect your spouse
No matter how detailed the planning, we all know there will be unexpected challenges that will change your circumstances. However, if an estate plan ...