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

Stricter FINRA rules lead to cliff-drop in advisor requests for expungement

Log In. Subscribe · TAX. INVESTING. Investment Strategies · Wealth Management · Estate Planning · Retirement planning ... Industry News · Sanctuary buys ...

Sanctuary buys tru Independence, creating $42B firm - Financial Planning

For reprint and licensing requests for this article, click here . Industry News M&A Recruiting RIAs.

Steven Merrell, Financial Planning: Preparing for the job hunt - Monterey Herald

If you are thinking about making a job change, there are certain things you do can to help your odds of success. Job changes can have a huge ...

How to ease the transition of wealth from one generation to the next - Business Alabama Magazine

... estate planning and, for those who own businesses, succession planning. ... The latest Alabama business news delivered to your inbox ... news delivered to.

5 tips from Tampa Bay funeral directors on how to plan for death

Funeral homes don't handle wills or estate planning, but making sure you have a legal will is an important step you can take to reduce the stress on ...