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

Didn't win the Mega Millions jackpot? You still need an estate plan — here's what to do

Estate planning isn't just for very wealthy people. ... tax policies and more impact you with real-time news and analysis from MarketWatch.

How Long Should I Hold on to Important Documents? - Elder Law Answers

Your current insurance policies (life, health, etc.) The newest version of your estate planning documents. Documents You Should Only Keep Temporarily.

Using Insurance for 'Wealth Replacement' - FEDweek

Retirement & Financial Planning Report ... Your wealth replacement plan will go into effect right away. Your beneficiary will receive the $50,000 ...

Finance 101: Trust and Estate Planning – What You Really Need to Know | Walnut Creek, CA Patch

An effective estate plan allows your wishes to be carried out while minimizing costs and conflicts. Join local estate planning attorney, ...

The problem with alternatives that fintech can't solve alone | Financial Planning

The veteran financial advisor and Manhattan Wealth managing director views ... A subscription includes all news and analysis, exclusive research ...