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

Jacksonville Exchange members learn more about estate and elder law - The Anniston Star

After helping a relative, he grew interested in estate planning and elder law and decided to educate himself on the topic, he told the Jacksonville ...

Giving back to health care providers through financial advice - InvestmentNews

As part of her niche, she's an advisor that health care professionals seek out and rely on for financial planning. ... News newsletter and information ...

The outlook of QBI deduction for pass-through entities | Financial Planning

Here's how tax experts say it could play out if made permanent. By Tobias Salinger. Just now. Industry News.

Co-ops 101: How cooperatives work and the basic steps of development

Succession & Estate Planning · Meet Our Team · Resources. Co-ops 101: How ... Get news about Michigan State University Extension Vegetable Production in ...

5 recent wealth management M&A deals to note so far in 2024 - Financial Planning

... News Professional development. More from Financial Planning. RIAs are growing rapidly but not equally. Here's why. Threats large and small in a ...