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

Guaranty Bancshares Executive Sells Shares for Tax Planning - TradingView

The sale was executed for tax and estate planning purposes. SEC Filing ... News · TradingView Desktop · Mobile app · CME Group futures · Eurex ...

How financial advisors navigate working with clients across the political spectrum

Log In. Subscribe · TAX. INVESTING. Investment Strategies · Wealth Management · Estate Planning · Retirement planning ... News · Deutsche Bank to hire ...

Woman, 73, with plenty of money for retirement hits a classic boomer conundrum - Moneywise

When it comes to estate planning, considering when to give your kids an inheritance is just as important as the dollar amount. When is the right time ...

Advisor Team with $250 Million Joins Ameriprise From LPL for Enhanced Planning ...

2 Ameriprise Financial Q1 2024 Earnings Release. View source version on

Alpha Capital Family Office Attracts $3B Duo From Citi Private Bank | Wealth Management

More. Menu. Log In or Register · News · Investment · Individual Wealth · Wealth Planning ... estate and philanthropy planning, with an evolving set of ...