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
Money Talks – Paying Yourself FirstCertified financial planner Chad Olivier talks about what to do with your money when you get a raise and how to be a “balance sheet millionaire.”.
No pre-planning leads to guardianshipRather, the best approach is to see a qualified lawyer to do estate planning (including a durable power of attorney and a medical power of attorney) ...
Putting Art Into Charitable Remainder TrustsWhen it comes to helping clients with their estate planning, art has more value than as something merely beautiful to look at. Clients who have ...
Centurion Wealth Management is Pleased to Announce That Darren Colananni, CFP®, ChFC ...He focuses on retirement planning, relationship management and ... Helping clients navigate the complexities of financial planning to reach all of their ... to download multimedia:http://www.prnewswire.com/news-releases/centurion- ...
Utah Inheritance Laws: What You Should KnowAnd like all states, Utah has its own unique rules and laws that apply to various aspects of the estate planning process. In this article, we break down ...
