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

LPL's Linsco channel wins $1B team from Fifth Third | Financial Planning

... Financial Building. Bloomberg News. A giant in the fast-growing independent sphere has scooped up another big team, this time in Atlanta. LPL ...

Three-Quarters of Americans Fear Social Security Insufficient — 2 More Economic Concerns ...

Social Security Cuts: 6 Things To Know for Financial Planning for 2024 ... Sign up for our daily newsletter for the latest financial news and trending ...

Fennemore Continues Its Explosive Growth In California By Expanding Fresno Presence

... estate and trust administration, water and agriculture, and business planning and transactions. ... More News RSS feed for Fennemore. May 24, 2023.

Bertone Piccini LLP, a New Jersey Law Firm, Expands Team with Two New Associates

... estate planning, estate administration and more. Recently, the firm has ... ABC News Trump fraud trial live updates: Former president to appear in ...

Money Cents: Estate planning | KECI - NBC Montana

... news stories, sports, weather forecasts as well as entertainment programming ... But Estate planning makes sure your assets are distributed according ...