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 ArticlesThe Shoemaker's Kids Are Shoeless: Advisors Are Failing At Succession Planning
From the minute an advisor hangs out a shingle in front of a new financial planning office, he or she should be thinking about how to get out of the ...5 tax changes to know about for 2019
The IRS is updating its individual income tax brackets for 2019 and making a few other changes worth noting. The Tax Cut and Jobs Act of 2017 made ...Voice of the consumer: Estate planning isn't for amatuers
I didn't even think about estate planning until I had my daughter. That was nearly two years ago. I recently made an appointment for me and my ...Betty S. Thomas Completes Certified Financial Planner™ Certification Requirements
NEW PROVIDENCE, NJ - Betty S. Thomas, ChFC®, CFP® and Senior Wealth Planner at Lassus Wherley, a Subsidiary of Peapack-Gladstone Bank, ...People in business for Jan. 21
Gansmann is an Elder Law and Estate Planning attorney. She counsels individuals and families on tactics for estate planning, asset-protection, and ...