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
Senior Couples Need $388k Saved for Health Care Costs: Milliman | PLANADVISERAdvisory M&A News – 9/2/25 ... Former Merrill and Hightower advisers create an independent advisory firm in Connecticut; United Capital Financial ...
Advisory M&A News – 9/2/25 | PLANADVISER“We believe having access to United Capital's deep suite of in-house wealth management offerings, such as estate planning, income tax planning, ...
Axtella: Embrace Comprehensive Financial Planning - ETF Database... Planning Manager, Urges Advisors to Embrace Comprehensive Financial Planning. News. Share. Valerie Johnson, Axtella's Wealth Planning Manager, Urges ...
Valerie Johnson, Axtella's Wealth Planning Manager, Urges Advisors to Embrace ...Since opening its doors 40+ years ago, Axtella has focused on elevating experiences for both their clients and their financial professionals.
Keith Wargo shares financial planning tips for autism families on Decoding Retirement PodcastAdditional Resources & Tools. Group of 14 disability advocates standing together on stage. Advocacy News. ABLE Act's 10th Anniversary ...