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

Atlanta Estate Planning Attorney Trace Brooks Releases Article - openPR.com

News-ID: 3652811 • Views: 3. More Releases from ABNewswire. EBike Market Outlook: Key Trends and Growth Forecasts to 2030. 09-11-2024 | Logistics ...

Blue Sky Realty Partners Forms Strategic Alliance with Plan Ahead Partners to ... - WGN Radio

EIN Presswire | Newsmatics. Blue Sky Realty Partners Forms Strategic Alliance with Plan Ahead Partners to Enhance Real Estate Services. News ...

Conflicts of interest are common in retirement advice, watchdog says - Financial Planning

The U.S. Government Accountability Office conducted a nearly four-year study. Here are the key findings from its exhaustive report.

Estate Planning for Real Estate: Vacation Home Edition - Lexology

Estate Planning for Real Estate: Vacation Home Edition. Kilpatrick ... News, analysis and research tools covering the regulation and use of ...

Firearm/estate firm in new location - Gazette Journal

Canon to expand Newport News plant · Financial planning session offered in Mathews. Subscriber Log In. Log In to your Account. Do you have a new ...