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

Reed: Estate planning when owning out-of-state property - Glen Rose Reporter

Reed: Estate planning when owning out-of-state property · Other News ...

Maximizing Wealth: The Worldwide Growth of Family Offices - JD Supra

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Check Off These Four Financial Tasks to Finish 2024 Strong - Kiplinger

... estate planning is up to date, is important. By proactively managing ... news and offers from other Future brands. Receive email from us on ...

Hedge Funds Have an Election Plan: Sell the Calm, Buy the Chaos - Advisor Perspectives

... Estate Planning · ETF · Evergreen ... Hedge Funds Have an Election Plan: Sell the Calm, Buy the Chaos. by Natalia Kniazhevich of Bloomberg News ...

How a Top Woman Advisor Maintains Cohesiveness in a Big Team - Barron's

... estate planning.” Westmoreland, No. 5 on Barron's 2024 Top 100 Women Advisors ranking, discusses how she, her husband Rod Westmoreland, and their ...