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
DOL fiduciary rule 'contorts logic, facts and common sense' - Financial PlanningThe Trump administration's push for alternative investments in 401(k)s steamrolls ERISA law, argues Knut Rostad.
How GPs can use carried interest derivatives for estate planning - Venture Capital JournalNews and Analysis. How GPs can use carried interest derivatives for ... For general partners in a venture capital firm, carried interest is often one of ...
Movers & Shakers | Coeur d'Alene PressMichelle's practice focuses on estate planning, probate, trust & estate litigation. Michelle Newby helps families ensure their loved ones are provided ...
Cetera Launches National Employee-Advisor RIA - ThinkAdvisorNews April 29, 2026 at 01:56 PM. Share ... Advisors within Cetera Planning Partners have access to in-house specialists in financial planning ...
The 'Sandwich Gap' generation lacks estate planning, is least prepared for death, survey suggestsHis expertise has been featured in FinanceBuzz, The Balance, Investopedia, U.S. News & World Report and Forbes Advisor, among other top financial ...
