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

Insurance As The First Step In Financial Planning – Forbes Advisor INDIA

Financial planning simply means you need to take charge of your finances. This includes you charting out your incomes, expenses, assets, ...

William Lako: Financial advisers can provide valuable insight for second marriage estate planning

Never miss important local news from the MDJ.

The Problem With Wills - The Atlantic

Yet it's easy to think of estate planning as the domain of the wealthy, in part because they are the most likely to plan for their death. One 2009 ...

State Tax Tips for Financial Advisors - US News Money

Though federal taxes take up all the air, the variety in state taxes offers opportunities for financial planning.

Revocable Trusts – Separating Fact from Fiction - National Law Review

Revocable trusts are a very common and effective estate planning tool – but can you separate trust fact from fiction? This snapshot will highlight ...