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

A judge halted D.C. golf course renovations. Trump says they'll still start next month - KUOW

Wills and Estate Planning · Vehicle Donation · More Ways to Give · Donate ... KUOW is Seattle's NPR news station. We are an independent, nonprofit ...

Syracuse Estate Planning Attorney Frederick P. Davies Outlines How Living ... - SW Iowa News

Syracuse Estate Planning Attorney Frederick P. Davies Outlines How Living Trusts May Reduce Probate Delays and Costs in New York.

Atomos names Andy Greenwood national financial planning head

UK-based wealth management firm Atomos has named Andy Greenwood as national head of financial planning ... Sign up for our daily news round-up! Give ...

Estate planning shifts as $124 trillion in US wealth transfers through 2048 - RBJ

... News · Today's Top Stories · Focus Section · Digital Edition · Movers & Shakers ... “Financial planning and estate planning, those two things go hand ...

Why more families are putting their wealth in trust - The Sumter Item

Estate planning used to be a topic that many families put off until ... News · Sports · Sumter Today · Obituaries · Lifestyle · Classified · Magazines ...