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
Registration open for Texas A&M AgriLife estate planning workshop this month - KFDAAccording to a news ...
2024 Year-End Estate Planning: International Developments - The National Law ReviewSummary of Year-End Estate Planning including international tax regulations on foreign trusts from Internal Revenue Service (IRS) and the Supreme ...
$30B MAI Capital makes another move in Maryland - Investment NewsFounded in 1989 and headquartered in Gaithersburg, Maryland, Carmichael Hill has focused on providing retirement, tax, and estate planning services, ...
End-of-Year Estate Planning: A Comprehensive Guide - Retirement Daily on TheStreetDiscover essential tips to review and update your plan, including healthcare directives, beneficiary designations, digital assets and more.
Angela Hudson Joins Argent Trust Company as Vice President and Trust Officer for East TexasArgent has built a well-earned reputation for offering top-tier trust and estate planning services,” said Hudson. ... US & World News. US · Sports ...