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

An Estate Planner's Guide to the Hart-Scott-Rodino Act - Wealth Management

Estate planners encounter estate-planning transfers, entity ... Get the news that matters. Add Wealth Management as a preferred source ...

Tax Increase Trend Should Inform Planning - Wealth Management

... news-insights/washington ... His practice concentrates on estate and tax planning, planning for closely held businesses, estate administration.

Wealth.com raises $65M to become the all-in-one AI software for specialized planning?

It's clear platform has aspirations of taking over a much bigger chunk of financial planning beyond its estate planning roots.

OneStream Unifies Financial and Operational Planning to Help CFOs Run the Business in Real Time

News provided by. OneStream, Inc. May 20, 2026, 09:00 ET ...

Tax Increase Trend Should Inform Planning - Wealth Management

Despite the purported permanence of the current $15 million estate tax exemption, a future Congress could increase federal taxes.