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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

How Attys Are Helping DC Residents Keep Family Homes - Law360

Increasing the prevalence of estate planning goes hand in hand with efforts to address heirs properties. When issues are dealt with on the front end, ...

Succession planning: Move beyond your comfort zone | CUNA News

And how do we need to look at succession plans in a different way?” Mitchell compares the experience to estate planning or any other environment where ...

Half of American couples lack functional estate plan - DMNews

Addressing estate planning gaps among couples. Firstly, she encourages couples to discuss their financial situation openly and start planning their ...

New CPA exam section on financial planning links tax and wealth

After a decade-long effort by holders of the personal financial specialist credential, aspiring candidates can be tested on investments, ...

Merrill leaps back into recruiting with $3.5B team from JPMorgan - Financial Planning

An industry recruiter said the Bank of America subsidiary has become almost "unhinged" with the amount of money it's willing to offer advisors ...