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

Photographer's Heirs Win Copyright Battle Over Estate - Wealth Management

News · Trusts Estates for Advisors. A comprehensive resource for ... But, like many aspects of estate planning, that simple statement can ...

Three Wealth Transfer Strategies Every Business Owner Needs To Know - JDSupra - JD Supra

News & Insights ... These adverse effects can generally be avoided if sufficient time is given between the estate planning transaction and the liquidity ...

Family Feud: Disputes Over Sibling's Actions as Executor - Wealth Management

News. Related Topics. RIA · IBD · Wirehouse · RPA · Insights & Analysis ... Journal for estate-planning professionals. She oversees both the print ...

A Caution About Using AI Tools During Estate Planning | Cozen O'Connor - JDSupra

This is especially important in estate planning, where family dynamics, confidentiality, and sensitive financial information often play a central role ...

At ADT, 'security' now extends to employees' financial health

ADT already offered tuition reimbursement, estate planning and a 401(k) ... More from Employee Benefit News. Inside Bank of America's strategy ...