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

Cuyahoga County Great Estates program returns | Scriptype

Submit News · Subscribe to Newsletter · Scriptype. Your Source ... Information on the importance of trusts in estate planning will also be discussed.

RICHARD ADAMS III - Maryland Daily Record

... News · Home Textiles Today · Pet Age · WF-Vision · user icon. Sign ... Estate Planning Council and the Bar Association of Baltimore City. He ...

$800M Breakaway Merrill Lynch Team Launches Soteris Private Wealth as Independent ...

News · Business Wire. $800M Breakaway Merrill Lynch Team Launches Soteris ... estate and trust planning, and philanthropic services. “We believe ...

Shane Miller, CFP®, CRPS®, CEPA®, Joins Prime Capital Financial - The Morning Sun

... Financial's broader tax and financial planning platform. “Shane's ... news/home/20260420250573/en/. CONTACT: Gregory for Prime Capital ...

Wealth.com closes $65m Series B for estate and tax planning tech - FinTech Futures

The company provides a digital platform for estate planning, specifically designed for financial advisors and their clients. This offering was ...