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

Exploring Financial Planning with Domain Money 2024 - Market Business News

Streamlined financial planning with expert guidance. Access to Certified Financial Planners™ for personalized advice. Absence of asset management fees ...

Evergreen Management's CEO, Carisia Gonzalez, Offers Financial Planning Services for ...

The MarketWatch News Department was not involved in the creation of this content. Evergreen Management, a leading platform that enhances trading ...

Teaching Legal Literacy: Why It Matters - American Judicial System

For those facing challenges related to estate planning or trust ... News (62); Securities (29). American Judicial System. We are a blog that talks ...

David Kurt Transitions to Wealth Management, Joins 1st & Main Investment Advisors

Breaking News. Accidents · Agriculture · BNN Newsroom · Climate ... planning, estate planning, education planning, and offering mortgage financing ...

Kentucky reacts to Senate minority leader Mitch McConnell's plan to step down

Wills and Estate Planning · Become a Member · Broadcast Society · Business ... BSPR News On-Air. Wait, Wait, Don't Tell Me! Next Up: 11:00 AM It's Been ...