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

Legal Experts, Local Families Highlight Need For Estate Planning - Valley News Live

FARGO, N.D. (Valley  ...

Aging in Atlanta event offers senior dating tips, estate planning info - The Atlanta Journal-Constitution

Kroger was the presenting sponsor of the sold-out event, where attendees learned about senior dating, estate planning, healthy living and local ...

I'm a Financial Advisor: 5 Money Moves To Make If You're Planning To Never Retire -

Reconsider Your Estate Planning Strategy ... Bartholomew, an estate planning attorney who owns his own firm, had further insight. ... News · NBC Universal ...

Stifel CEO: Rate cuts are 'unnecessary and risky for the economy' - Financial Planning

For reprint and licensing requests for this article, click here . Industry News Earnings Recruiting Stifel Financial.

Steven Merrell, Financial Planning: Tying up loose ends - Monterey Herald

... News · News · Local News · News Alerts · Crime and ... planning, estate planning and insurance planning. ... Send questions concerning investing, taxes, ...