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 ArticlesStrategic Wealth Partners Ranked Among Financial Times' Top 300 Registered Investment Advisors
The Financial Times (FT) is one of the world's leading business news and information organizations. This is the fifth time Strategic Wealth Partners has ...Alton financial adviser passes certification requirements
Financial Adviser Robert Diaz of the financial services firm Edward Jones in Alton has been authorized by the Certified Financial Planner Board of ...Planning for your pet's future
No matter what your pet's life expectancy is, you should have a plan in ... If you have a will or are in the process of estate planning, your pet(s) can and ...Miracle Mile Advisors Grows by Adding Steven Jaksch as Director to Newport Beach Office
... Financial Consultant at Charles Schwab where he advised clients in areas of estate planning, wealth management, portfolio recommendations and ...Lewitt Hackman Expands With Addition of Goldfarb, Sturman & Averbach Attorneys
"Each with experience of more than 30 years, Zane, Mark, and Steve are widely recognized for handling complex business, tax, estate planning, real ...