North Coast Executive Consulting

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

Community Connections: The Arc of Midland discusses why future planning important

The Arc of Midland has been assisting families with their future planning for the ... Future planning is creating a guide for a person with an intellectual or ... an adult son or daughter with I/DD or can't afford a lawyer or estate planner. ... this piece as part of the Daily News' Community Connections initiative.

'Wills for Heroes' program helps police cadets

Tuscaloosa attorney Hunter Brown assists a police cadet with estate planning services during the Tuscaloosa County Bar Association's annual “Wills ...

Atlanta wealth management firm picks Cox exec as new president

... to build on our strong momentum," said Gratus founder and CEO Hank McLarty in a news release. Founded in 2005, Gratus provides financial planning services, ranging from investment and tax advice to trust and estate planning.

Marc Linsky CFP Talks About Why Your Financial Planner Should Be Certified

WEST PALM BEACH, FL / ACCESSWIRE / February 17, 2020 / Marc Linsky's idea of financial planning is the process of creating the right plan for you ...

Eric Litwiller: Remember the rent is due

Direct deposit at work, paying bills on-line through her financial institution, and auto-enrollment in a company-sponsored retirement plan all serve to ...