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 Hidden Dangers of Using Beneficiary Designations in Planning Your EstateWhen planning your estate, people typically want to decide who gets ... News Group. © 2026 Scripps Media, Inc. Give Light and the People Will ...
Rowan University receives $10 million to establish School of Financial PlanningRic Edelman, a national leader in financial planning, will head a new school of financial planning at Rowan University ... news. Sign out. NewsSports ...
Rowan University announces $10M gift to create School of Financial PlanningRowan University logo. News provided by. Rowan University. Apr 16, 2026, 17: ...
Edelman Funds Rowan's New School of Financial Planning - Wealth ManagementEdelman Financial Engines commits $10M to Rowan University for a new financial planning school to address the advisor shortage and advance CFP ...
ZETA files Form 144 to sell 39810 Class A shares | ZETA SEC Filing - Stock TitanForm 144 lists a proposed resale of 39810 Class A shares by estate planning transfers; 814 shares sold in prior three months.
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