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

Unlock Your Home Equity: Modern Reverse Mortgages for Retirement Planning - TheStreet

News & Commentary · Retirement Research · Tools ... financial security. ... Lastly, “Carefree Borrowers,” though financially stable, may still use a ...

Estate Planning for Your Pets | Lasher Holzapfel Sperry & Ebberson PLLC - JDSupra

There are a couple of options for estate planning for pets that range from including a clause in your Will to the drafting of a testamentary trust for ...

Meriwether announces scholarship recipients - Minden Press-Herald

News. Meriwether announces scholarship ... Services include investment management, retirement planning, business valuation, estate planning, tax ...

An Economist Weighs In On Being A Woman - HerMoney

... financial potential. Get the full story at Sponsored by Edelman Financial Engines – Modern wealth planning. All ...

news - Lizzie Fletcher

... estate planning. Heirs' property is family land inherited without a will or legal documentation of ownership. The first bill in the package, which ...