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

With thoughtful, personalized planning MaryAnn Jones Attorney at Law gives clients peace of mind

... estate planning to every client ... News. Austin Metro. Austin Metro. Austin Metro Home · Bastrop | Cedar Creek · Cedar Park | Far Northwest Austin ...

Ever-changing tax landscape requires skill in retirement planning - Columbus Jewish News

A stretch IRA was an estate planning strategy which allowed beneficiaries to spread out distributions from an inherited IRA over their life expectancy ...

The importance of having a comprehensive retirement plan | WGN Radio 720 - Chicago's Very Own

WGN Radio's Tom Fortino from Alpha Wealth Group gives you the latest financial business news, financial planning advice, and more!

10 Top Financial Planning Tools and Apps in 2024 | Nasdaq

Financial planning with Goodbudget prevents surprises. Registering your ... news, trends and education. Delivered Wednesdays. * Required ...

Financial Planning Software Market is in Huge Demand |eFront , SimCorp - EIN News

The Financial Planning Software market size is estimated to increase by USD at a CAGR of 16.40% by 2030.