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
Estate Planning: Avoiding guardianships - NWI TimesEstate Planning: Avoiding guardianships. Christopher Yugo Times ... Send a News Tip · Donation Request · Work here · RSS Feeds · E-newsletter Sign ...
Beyond the Bottom Line: Estate Planning Essentials - Los Angeles TimesBeyond the Bottom Line: Estate Planning Essentials. Happy couple analyzing contract while having a meeting with their financial advisor in the office.
How to prepare your online accounts before you dieEstate Planning Tips. A financial advisor can explain how estate and inheritance taxes apply, identify potential capital gains or income tax issues ...
Law review: Talking to your parents about their will and estate planning | SierraSun.comLaw review: Talking to your parents about their will and estate planning. News | Dec 13, 2025. Jim Porter Porter Simon. Share this story. Share. Share ...
'I'm feeling out of my depth.' I have $20M in assets and pay about $126K a year in fees. But ...If that includes financial planning and management, that's a steal. If that's on top of other fees like asset management fees, it's a huge ripoff,” ...
