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 Legal 500 2026 Recognizes Arnold & Porter's New York Private Wealth Capabilities

News. All · News · Media Mentions · Advisories · Publications and ... estate planning, tax, business organization and succession planning matters.

7 States Americans Are Desperate to Move to in 2026 — and 5 They Can't Leave Fast Enough

Want the best money-news and tips to help you make more and spend less? ... They even offer free will and estate planning tools valued at $898.*.

Bowman Consulting (BWMN) CEO sells 20000 shares under Rule 10b5-1 plan - Stock Titan

Live News · Financial Tools. Links. RSS feed · Facebook · Reddit · Add to Google News. An independent AI‑powered platform for real‑time stock market ...

Why Is the Astera Labs CEO Selling Stock? It's All Part of the Plan. - Barron's

Choose Barron's as a preferred source of financial news. In this article ... Mohan has indirect ownership in five additional estate planning trusts, ...

Free Estate and Tax Planning Workshop Planned in Alton - RiverBender.com

Don't miss our top stories and need-to-know news everyday in your inbox. ... “Estate planning is a big part of people's overall financial picture.