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
7 simple estate documents people regret not having sooner - AOL.comLocal News · Subscriptions · Animals ... Financial advisors often work with estate planning attorneys to coordinate your financial and estate plans.
UK's Schroders examines options for Benchmark business, sources say - Reuters... financial planning services to more than 1,000 adviser clients, they added. ... Access unmatched financial data, news and content in a highly ...
Five Beneficiary Designations For Clients to Review Now - Wealth ManagementLife changed. Their estate plan changed. The Tax Code changed. But those beneficiary forms? Still sitting in a file somewhere gathering dust.
ACTEC Flags Tax Issues in One Big Beautiful Bill Act - Wealth ManagementACTEC highlights key estate planning concerns in new tax law affecting Trump Accounts, deductions and QSBS starting January 2026.
Affordability, Elder Financial Abuse, and Estate Planning - Elder Law AnswersInflation and the economy ranked as Americans' top national concerns in an October 2025 CBS News poll. Nearly half of Americans today say it's ...
