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
Learn the Essentials of Estate Planning, Wills, and Probate at the Jackson Library | New ...... estate planning, including wills, trusts, and special needs trusts. ... Side Dish - Served up weekly, your NJ-sized helping of local food news, ...
Women's Estate Planning | Calendar | burnettcountysentinel.comWomen's Estate Planning. Wednesday, May 20th, 2026 @ 5:30 pm – 8 ... News · Sports · Opinion · Calendar · Obituaries · Crime · Announcements ...
When Is Florida Really Home? A New Florida Ruling on Domicile for International FamiliesWhy This Matters for Your Family and Estate Plan. The Oliveira decision is a vivid illustration of the practical stakes riding on a domicile ...
Estate Planning Seminar Comes to UVI St. Thomas this MaySupport local + independent journalism in the U.S. Virgin Islands. Unlike many news organizations, we haven't put up a paywall – we want to keep our ...
FINRA Launches Review of Higher-Risk Structured Products - Wealth ManagementEstate Planning · Financial Planning · High Net Worth · Insurance ... Elevate your expertise today! Get the news that matters. Add Wealth Management ...