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

Scarinci Hollenbeck Deepens Legal Talent with Strategic Additions of Two Partners ... - Insider NJ

He also counsels individuals and families on trust and estate planning and administration, advising executors and trustees on matters involving ...

Wells Fargo's May streak continues with $1.5B Morgan Stanley team | Financial Planning

For reprint and licensing requests for this article, click here . Industry News Recruiting Advisor Moves Wirehouse advisors Wells Fargo Morgan ...

Steward Partners Expands With Wisdom Rock Acquisition - Wealth Management

AI legal scales · Estate Planning · Estate Dispute Sees Potentially Largest ... Industry News & Trends · News. Steward Acquires $500M Ameriprise ...

Advisory M&A News – 5/6/2026 | PLANADVISER

Apollon Wealth Management, LLC partnered with Senglaub Financial Group, a financial planning firm overseeing $650 million in client assets.

Delaware moves ahead with effort to speed up the permitting process

Your estate can power trusted news in Delaware. Learn more about Legacy Giving.. More from Delaware Public Media. Politics & Government · Wilmington ...