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

GST Tax-Efficient Planning: Beneficiary Deemed Owner Trust and Accumulation Trust ... - Law.com

For example, if a married couple has a combined taxable estate of approximately $30 million, but each of them has qualified retirement plan benefits ...

Financial Focus: Consider a financial tune-up before the calendar turns - RRSpin

Roanoke Rapids and Halifax County News from RRSpin. ... Review your estate planning documents. This is especially important if ...

Cetera Snags 34-Member Team from Northwestern Mutual - Wealth Management

Industry News & Trends ... Madsen said Cetera's platform supports numerous capabilities, including estate planning, alternative investments, and tax ...

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9 Steps to Plan Ahead for Long-Term Care - WTOP News

6. Ask for help if needed to review financial and care options. 7. Make sure you have other end-of-life and estate planning paperwork in order. 8 ...