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

Sponsored How Financial Advisors & Platforms Get Paid – and Why It Affects Your Portfolio

In May 2025, Financial Planning published an industry-wide review examining how major wealth management firms structure revenue-sharing arrangements.

When a $30 million inheritance becomes a shock: Why heir readiness matters more than tax ...

When most families think about estate planning, they focus on taxes. How do we help minimize estate taxes? How do we pay the least amount of income ...

Triad Wealth CIO: We Want to Introduce More Cyclicality in Our Models

It now employs over a dozen investment and financial planning professionals. The firm's arsenal includes multiple model portfolios and SMAs, as well ...

Q&A: Cresset's New CEO on Her Vision for the Future - Wealth Management

Estate Planning for Advisors: Foundational Concepts and Best Practices ... Latest news. Triad Wealth CIO Brent Coggins · Investing Strategies.

Retirement Industry People Moves – 3/13/2026 | PLANADVISER

Sendach has been at Lenox Advisors since 2009, developing expertise across wealth management, insurance, estate planning and employee benefits ...