ARTICLE
According to the National Association of Estate Planners and Councils, the purpose of estate planning is to “develop a strategy that will maintain the financial security of individuals through their lifetime and ensure 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.” 1 Did you catch all that? It’s no wonder that an estimated 56 percent of Americans don’t have an up-to-date estate plan! In simpler terms, there are a number of important issues that you could address with a properly drafted and executed estate plan: Read More
According to the National Association of Estate Planners and Councils, the purpose of estate planning is to “develop a strategy that will maintain the financial security of individuals through their lifetime and ensure 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.” 1
Did you catch all that? It’s no wonder that an estimated 56 percent of Americans don’t have an up-to-date estate plan!
In simpler terms, there are a number of important issues that you could address with a properly drafted and executed estate plan: Read More