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

Undue Influence – Capacity – Conversion – Reformation – JNOV - North Carolina Lawyers Weekly

... News · Home Textiles Today · Sign In · Sign Out ... Deadline for nominations is July 19, 2024. See All Events. Trusts & Estates – Estate Planning ...

Chris Quintana and Stephanie Georgakopoulos of Cash Flow Hacks H - NORTHEAST

News · Local ... estate planning and emphasize its importance for individuals of all financial backgrounds. ... NORTHEAST - NEWS CHANNEL NEBRASKA. KNEN-LD ...

Chris Quintana and Stephanie Georgakopoulos of Cash Flow Hacks H - PLATTE VALLEY

Cash Flow Hacks, the popular financial podcast hosted by Chris Quintana, has released a new episode that dives into the topic of estate planning.

Note From the Editor: June 2024 - Wealth Management

... News · Investment · Individual Wealth · Wealth Planning ... financial advisors need to successfully collaborate with their estate-planning colleagues.

JPMorgan looks to AI to end 'no-joy work' in wealth management - Financial Planning

Signage stands on display outside the JPMorgan & Chase Tower in downtown Chicago, Illinois,. Christopher Dilts/Bloomberg News. Among all the perceived ...