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
Meet InvestmentNews' 5-Star Financial Planners for 2026: Going beyond portfoliosRIA NEWS. Meet InvestmentNews' 5-Star Financial Planners for 2026: Going ... financial planners in the US has never been more consequential.
Pre-IPO Financial Planning Checklist For Employees - ForbesPre-IPO financial planning checklist for employees with stock options and RSUs: get organized, build your team, and start to plan for taxes and ...
NFL Veteran Steven Israel joins U.S. Bank Wealth Management to Drive Efforts to Help ...... estate planning, banking, and philanthropy. In addition to his ... Keep Reading... AmeriTrust Announces 2025 Annual Financial Results · Investing News ...
Lawyers on call: SAFE Act & Estate Planning - WBNG(WBNG) -- We spoke with Ian Lemont, an associate attorney at Coughlin and Gerhart to learn about the Safe Act and Estate Planning. ... News · Weather.
A sunny and warm Thursday – WATE 6 On Your SideLocal News. News / 1 second ago. News / 1 second ago. Cyber tip results in charges against sex offender. News / 2 hours ago. Estate planning tips.