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
ABSHOF Financial Services Introduces True Holistic Retirment and Estate Planning ServicesIntegrated planning model unites financial strategy with tax and legal expertise through in-house partnerships.Cleveland, GA - January 16, ...
State and Federal PFAS Litigation – 2019 to Q4 2025 | Fox Rothschild LLP - JDSupraNews & Insights. Popular; Labor & Employment · Finance & Banking ... Sibling Rivalry in Estate Planning: Preventing the Ultimate Family Feud.
Why Financial Stress Is Both a Personal and Organizational Challenge - NAPA-net.orgIn contrast, investing and estate planning are popular learning topics, but were not identified as top concerns. ... Industry News & Trends ...
Financial Planning - Indianapolis Business JournalReify Wealth Advisors financial planners Juli Erhart-Graves and Margaret Gooley explain how financial planners help clients achieve their ...
Navigating The New Era of Wealth Transfer: A Review of The 60th Annual Heckerling ...The 60th Annual Heckerling Institute on Estate Planning, held in January 2026, marked a milestone for the industry, coinciding with the ...