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

Less Estate Tax Planning May Be Better for Longer-Living Rich

Terms like “reverse estate planning” and “backdoor spouse planning” are becoming part of the new lexicon for estate tax advisers as millionaire clients ...

A Scorecard for Your Financial Adviser

Sometimes it can be difficult to fully grasp the value of a financial adviser. ... The "behavioral" component of financial planning is like getting adviser ...

LegalShield Offers Free Legal Consultation Hotline for All in Celebration of Law Day 2019

... here: https://www.businesswire.com/news/home/20190424005167/en/ ... estate planning, financial and business issues, consumer protection, tax, ...

IHT receipts jump 44.4% to record high of £5.4bn

... modern day and one that is reaping more and more revenue for the government," Rachael Griffin, tax and financial planning expert at Quilter said.

INVESTORS, PLANS & MONEY: Power of attorney

Luckily, as part of their estate planning both had signed Durable Powers of Attorney, and Edgar could access the funds that gave his wife one last ...