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

Banking on their futures: Verona conference helps families plan for long-term special needs care

Families could connect with a range of exhibitors, including financial advisors, estate planning attorneys, bankers, insurance professionals and ...

Supreme Court Hears Roundup Warning Liability Fight Monday - RFD-TV

James, RFD News Markets Speicialist. Related Stories. asset-title-estate-planning-law_adobe-stock.png · Rural Money · Farmers Broaden Risk Strategies ...

A Will is not enough: How you can protect your estate - Nation Africa

... planning. “A ... “But a good estate plan makes those wishes easier to carry out without a fight.” Follow our WhatsApp channel for breaking news ...

Farmers Broaden Risk Strategies Beyond Crop Insurance Programs - RFD-TV

asset-title-estate-planning-law_adobe-stock.png. Adobe Stock. LUBBOCK, TEXAS (RFD NEWS) — Farmers and ranchers are using a broader mix of tools to ...

Schwab leads $65 million funding round for AI estate-planning tool Wealth.com - MSN

Charles Schwab is reupping its investment in Wealth.com, a leading online platform for estate planning. ... FOX News. Fox News Digital unearths video ...