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
Young Financial Advisors Want Mentorship Over Sales - Wealth ManagementAspiring financial planning students say they can't find jobs. Scott Leak, a director of business development with FP Transitions, said wealth ...
6 surprises that come with starting your own RIA | Financial Planning... financial advisors for Financial Planning as part of the Dow Jones News Fund program.Her reporting... Read full bio. For reprint and licensing ...
When Clients Ask About Their Tax Bill, the Answer Might Be PhilanthropyThese conversations often uncover broader estate planning opportunities ... News, 06/09/2026. Brace for a Flood of Oil as Soon as Hormuz ...
Firm to Farm: Kansas Appeals Court Decision Could Change Farm Succession Planning for ...News. News. All News · Rural Health · Washington Policy · World News ... Estate planning and family law practitioners. For decades, cautious ...
Opinion: 'Wealth tax' is poorly thought out policy for Lehigh County - The Morning CallThe enabling law also raises unresolved questions about other useful family, retirement and estate planning ... Bill White: Local news ...
