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

The Estate Tax Mistake That Can Cost Families Millions - The Wall Street Journal

Billy Rowland with his son and five daughters. A planning mistake cost Billy Rowland's estate $1.5 million in extra taxes. Photo: Rowland family.

Legacies begin with a conversation - Columbus Telegram

News · Local · Crime · State & Regional ... Because once you peel away those layers of confusion, estate planning becomes far more approachable.

New York facing $34 billion budget gap in wake of federal spending cuts - WRVO

The state's Executive Financial Plan estimated that the newly adopted federal budget would create a $750 million impact on New York, with impacts ...

CA Wills and Trusts: Free 10-day Email Course | Arlington, MA Patch

News FeedEventsLocal BusinessesClassifieds ... Unlike typical bar courses, this teaches estate planning in simple words you can understand and use.

PSC sets hearings on Georgia Power plan for more generating capacity - Grice Connect

Georgia energy regulators have voted to hold public hearings this fall regarding Georgia Power's request to certify nearly 10000 megawatts of new ...