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

New Tax Law and Market Decline Impact Average Americans' Financial Satisfaction: Index to be ...

The AICPA's Personal Financial Planning (PFP) Section is the premier provider of information, tools, advocacy, and guidance for CPAs who specialize in providing estate, tax, retirement, risk management, and investment planning advice to individuals, families, and business owners. The primary ...

Wendy Boyd to Lead Strategic Alliances Program at Lincoln Financial Network

In her new role, Boyd will oversee the planning, direction, and execution of LFN's Strategic Alliance initiatives. She will serve as a resource for LFN advisors to gain access to new markets for business development and support the delivery of important financial needs for their clients like estate planning, ...

MAKING CENTS: The dumbest estate planning moves

Rarely does a day go by where I don't hear of an estate planning blunder that could have been easily avoided. These plans sound great at the time – even though you made the dumb move. Your error shall survive until you don't – and then things can hit the fan. Misuse of joint ownership is very common ...

Analysts take a look at Mattioli Woods PLC (LON:MTW) having this to say.

... and small self-administered pension schemes, and trustee services; ISA investment and portfolio management services, and structured products; and financial planning services, such as wealth building, trust planning, inheritance tax and estate planning, exit planning, and executive financial planning.

RI State Police arrest disbarred Warwick lawyer on embezzlement charges

A former Warwick lawyer who was disbarred last summer after he reported stealing more than $1.2 million from clients was arrested Monday by the Rhode Island State Police, a news release said Monday. ... His practice in Warwick had focused on estate planning and long-term health-care planning.