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

AuthoraCare Collective to present special program on April 22

Learn about the reasons to complete Estate Planning, especially if you are an underserved or disenfranchised member of the community. Register for ...

Advisors are changing how they communicate with clients due to pandemic. Here's what to expect

"I learned how to use Zoom, as did my clients, and once everyone got comfortable with that, it was beneficial," said Johnson, a certified financial planner ...

Wayne P Marsh: Help with estate planning

((SL Advertiser)) For more information about estate planning with Wayne P. ... The Fox News host has won the praise of an officially designated hate ...

Cetera Welcomes $340 Million Wealth Management Practice The Advisors LLC

Davis will be joined by a team of four producing financial professionals. In addition to financial planning, he is also a Certified Estate Planner and has ...

Wayne P Marsh: Help with estate planning

Sign up now!Daily Beast Membership: Beast Inside goes deeper on the stories that matter to you. Learn more. 59m ago. NBC News ...