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 Great Wealth Surge: This Is Your Moment If You're Willing To Earn It - FA MagFamilies are navigating liquidity events, concentrated holdings, tax exposure, estate planning, philanthropic goals and cross-border considerations.
Missouri's 2026 Electronic Estate Planning Overhaul: What You Should Expect The Move ...The updated law opened the gate for electronic signatures, remote witnesses, and online notaries on most estate planning documents—wills, powers of ...
The College for Financial Planning®—a Kaplan Company Releases 2026 Survey ... - Rutland Herald... news/home/20260504622032/en/. Press Contact: Russell Schaffer,russell.schaffer@kaplan.com. KEYWORD: COLORADO UNITED STATES NORTH AMERICA. INDUSTRY ...
Why Families Don't Talk About Money - Wealth ManagementEstate Planning · Commentary. Why Families Don't Talk About Money. And how ... Latest news. David Stubbs AlphaCore · Investing Strategies · AlphaCore ...
Average Financial Planning Retainer Fee Surges 52% Since 2023, as Industry Accelerates ...PRNewswire/ -- Envestnet, the leading Adaptive WealthTech company, announces the publication of the fifth annual financial planning fee study ...