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

Product & Service Launches – 10/9/25 | PLANADVISER

Vanilla, an estate planning platform for financial advisers, entered a ... Want the latest retirement plan adviser news and insights? Sign up ...

Pressure points ahead could bring a quicker end to the shutdown - Federal News Network

... Financial Planning For Federal Employees (LIVE WEBINAR) · Get AI Ready: Why Data Strategy Is Mission-Critical for the DoD · Ask the CIO: Army ...

How Merrill, LPL push advisor education in AI adoption - Financial Planning

Wealth management firms are embracing AI to grow their businesses and cut administrative work. Amid the artificial intelligence boom, ...

Tangled Titles, Estate Planning, and the Digital Divide - Boston College

... NEWS. Wednesday, October 8, 2025. BC Law Impact. barat house. Tangled ... Technology can make estate planning more affordable and scalable, lowering ...

IRS 2026 tax changes: what they mean for homeownership | Mortgage Professional

Implications for real estate and mortgage planning. Estate and Gift Tax Adjustments. The federal estate tax exclusion rises to $15 million in 2026 ...