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

Why now is the right time for an estate plan - WTEN

Why now is the right time for an estate plan. New York News. by: Mark Gruba. Posted: Sep 20, 2021 / 04:32 PM EDT / ...

Taking Over Affairs for an Aging Parent in Mental Decline | WTOP

Working with an attorney and financial planner made a big difference for Pabst. Had he known that ahead of time, he says, “I would already have had them on ...

Taking Over Affairs for an Aging Parent in Mental Decline - US News Health

Working with an attorney and financial planner made a big difference for Pabst. ... "Bring your parents here – or to your chosen estate planning attorney ...

Here's why listing your child on a property deed may not be the best idea - St George News

If the joint tenant child lived longer than you, his or her estate would own the ... estate planning attorney, you should leave your home in your name only.

Trinity Fiduciary Partners Welcomes Chris Abel As Investment Advisor Representative

"The insurance and financial planning experience Chris brings to Trinity, ... to download multimedia:https://www.prnewswire.com/news-releases/trinity- ...