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
How to choose an executor or trustee for your estate - TheStreetUsing professionals and co-fiduciaries. Harry Margolis: Estate planning attorneys are often willing to serve as power of attorney and even more likely ...
Bank of America agrees to pay millions to settle Epstein accusers' lawsuit - The Detroit News... estate planning. Black has denied wrongdoing and said he was unaware of Epstein's criminal conduct. Doe's lawyers have also sued other alleged ...
Bitcoin Volatility Shrinks to Magnificent 7 Levels - Charles Schwab - Advisor Perspectives... Estate and Infrastructure Needs. SS&C ALPS Advisors. April 17, 2026 at 02 ... News, 03/20/2026. Generic Ozempic Is a Game Changer for China and ...
Fidelity reveals a type of trust heirs won't know exists - AOL.comThese are not unusual concerns, and Fidelity notes that they are central to the existence of the silent trust concept in estate planning. Fidelity ...
Report: Both Mutual Fund & ETF Fees Declined Again in 2025 - Advisor PerspectivesIn a piece of good news for advisors, mutual fund and ETF fees fell overall again in 2025. ... Estate and Infrastructure Needs. SS&C ALPS Advisors.
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