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

Am I Responsible for Paying Off My Deceased Husband's Debt? | Nasdaq

According to Marc Zimmerman, trust and estate planning attorney with the Law Offices of Michael A. Zimmerman, "When your husband dies owing a debt ...

This holiday season, take time to review estate documents | Agweek

Times, and prices, change. And as they do, estate planning decisions may need to be update. Use the end of the year and the holiday season as a ...

Moving to Texas: Estate planning update a must - Dallas Morning News

If you moved to Texas from a foreign state – defined as “anywhere but Texas” – then you need to update your estate planning documents.

UMO Presents Awards To Outstanding Alumni | Goldsboro Daily News

... Certified College Financial Consultants, University of Mount Olive Foundation Board Member, New Hanover Estate Planning Council Board Member, ...

Am I Responsible for Paying Off My Deceased Husband's Debt? | Kiplinger

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