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

Why financial planning is a critical tool for physician well-being [PODCAST] - KevinMD.com

Careers by KevinMD is your gateway to health care success. We connect you with real-time, exclusive resources like job boards, news updates, and ...

I'm 85 with 2 kids and $4 million. My daughter wants a larger share of my estate than ... - Morningstar

News · MarketWatch. I'm 85 with 2 kids and $4 million. My daughter ... estate plan. An unanswered question: What led your ex-husband to leave ...

Navy Pilot Launches Planning Firm to Help Former Service Members Get Finances in Shape

... planning, tax planning, investment planning, retirement planning, and estate planning. ... Financial News London · Dow Jones Smart Money. Newsstand. Buy ...

WILLPORT Holdings, Inc. Opens Investment Opportunity to Support the 2026 Beta Launch of ...

WILLPORTtrust seeks to modernize estate planning by offering a user ... news, breaking news, weather, traffic, sports, entertainment and ...

Beacon Pointe's Acquisition Spree: A Path to Dominance or Overextension? - AInvest

... financial, retirement, and estate planning. CEO Shannon Eusey ... Disclaimer: The news articles available on this platform are generated in ...