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

Britney Spears Can Now Sign Her Own Financial Paperwork, Declares Judge - Deadline

Accountant John Zabel filed the petition involving the estate planning information on Spears' ... City News Service contributed to this report.

Judge seals documents related to Britney Spears' future estate plans - 10News.com

... Britney Spears' life for nearly 14 years, the same judge Wednesday sealed documents related to her estate planning. ... By: City News Service.

Freed From Conservatorship, Britney Spears Given Power To Execute Her Own Documents ...

Spears' father was denied access to the estate plan, which Judge Brenda Penny ruled will remain sealed. MORE NEWS: Person Found Dead Wedged In ...

Grantor trust strategies to enact before the Biden tax laws kick in | Financial Planning

With respect to estate planning, the headline provision in the proposed ... A subscription includes all news and analysis, exclusive research ...

Britney Spears Can Finally Sign Her Own Estate Docs as an 'Independent Woman' - Rolling Stone

Music, Film, TV and Political News Coverage. ... key to her newfound freedom on Wednesday: the power to sign her own estate planning documents.