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

Infuse The Spirit Of The Holidays Into Your Estate Plan - Forbes

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2026 Outlook Survey: RIA Firms to Expand Estate Planning Services - Wealth Management

Most RIA firms still refer estate planning to outside partners, but 5% plan to bring services in-house by 2026, according to a ...

RIA Outlook 2026: More M&A, New Services Planned for 2026 - Wealth Management

RIA executives plan to buy other firms while expanding into crypto investing and estate planning in 2026, according to a WealthManagement.com ...

A Path of Self-Compassion to Cancel Christmas Spending Stress - Advisor Perspectives

Instead of repeating standard advice about budgets, credit cards, and planning ahead for next year, my holiday wish is that you give yourself the ...

Ways working parents can reduce financial stress in the new year - FOX Carolina

Working parents are juggling more than ever: packed schedules, rising costs, jobs, etc. Consumer Investigator Rachel DePompa talks with an expert ...