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

Politics is now the No. 1 money worry, financial planners say - CNBC

Roughly half of CFPs surveyed said politics dominates financial planning ... Global Business and Financial News, Stock Quotes, and Market Data and ...

Political Climate Tops Financial Concerns Even as Half of Clients Maintain Positive 2026 ...

In a sign that the K-shaped economy is impacting financial planning clients, CFP® professionals report clients feel both cautious (53%) and ...

The Murphy Investment Group combines the infrastructure of Wells Fargo with a customized ...

“We have experts to advise on estate planning strategies, wills, trusts and taxes,” he said. “We bring the intellectual capital and very deep ...

Political Climate Tops Financial Concerns Even as Half of Clients Maintain Positive 2026 ...

Competent and ethical financial planning helps Americans navigate complex financial landscapes. ... More News From CFP Board. Get RSS Feed. CFP ...

Sanders Wealth Management Joins Osaic With $220 Million in Client Assets | Morningstar

... estate planning strategies aligned to each client's financial goals. By ... news/home/20251204059055/en/. The articles, information, and ...