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

The Externship adds bonus experience hours from CFP board - InvestmentNews

The Externship, an 8-week virtual training initiative for aspiring financial planners, is set to offer a significant benefit. Starting in summer 2024, ...

Vanilla Ice issues stone cold takedown of US death taxes, 'vulture' lawyers - AOL.com

Here's how Van Winkle suggests you avoid death taxes and other fees through efficient estate planning. ... In Other News. Entertainment · Entertainment.

New Albany Estate Lawyer Gives Overview of Estate Asset Protection

New Albany Estate Lawyer Gives Overview of Estate ... estate planning, real estate, family disputes, and even criminal defense. ... Send your news using ...

Vanilla Ice issues stone cold takedown of US death taxes, 'vulture' lawyers - Yahoo Finance

Vanilla Ice issues stone cold takedown of US death taxes, 'vulture' lawyers — shares estate planning advice. Bethan Moorcraft. Fri, May 24, 2024, 6 ...

How to soothe clients' election anxiety - Financial Planning

... financial advisors and their customers are open to them. By Tobias Salinger. May 23. Industry News · Incoming head of Raymond James' employee channel ...