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

529 plans' new Roth IRA rollover trick - Moneywise

In his practice, Donahue said he's seen many high-net-worth families use the 529 plan as an estate planning vehicle. ... News, CNN, The Wall Street ...

Starting a family later: The financial realities parents need to consider | Knysna-Plett Herald

BUSINESS NEWS - Becoming a parent is one of life's biggest transitions, with financial ... Estate planning can also help ensure that arrangements for ...

Old rich, new tricks: Legacy building beyond borders | The Manila Times

Estate planning typically involves forming domestic family corporations ... News Nation Regions World Sports Entertainment & Lifestyle The Sunday Times.

Old rich, new tricks: Legacy building beyond borders - Newswav

Estate planning typically involves forming domestic family corporations ... Newswav Malaysia Best News App. Newswav is an online content ...

Term Life Insurance Expiring? 3 Paths to Consider - Kiplinger

... planning, estate planning, tax strategies and more. Experts are invited ... The good news is that many of these situations can be addressed ...