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

Ranking Last in Estate Planning, Gen X Risks Unforeseen Consequences

Sign up for smart news and actionable insights on the strategies, products, and policy shifts shaping retirement outcomes. · A Generational Gap.

Estate-planning basics every family should know - AOL

... . Stay informed with a handpicked selection of the day's top AOL stories, delivered to your inbox. *Invalid email address. In Other News.

Leon Black walked out of Epstein interview after refusing to answer questions about NDAs

... estate planning advice." During his opening remarks, Black claimed that ... ABC News Network · Privacy Policy · Your US State Privacy Rights.

Estate-planning basics every family should know - YouTube

Go to channel DRM News. FULL INTERVIEW: JPMorgan CEO Jamie Dimon on Shifting World Order, Ukraine, Iran and Trade | AC1N. DRM News•224K views · 35:13.

Deals & Moves: Wealth Enhancement Lands Teams Overseeing $993M

Madison Oaks Wealth Partners was founded in 2017 and has provided financial planning and investment management to affluent individuals and families.