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

Silicon Valley luxury home market heats up amid AI boom - AOL.com

... estate agency Compass. ... Read the latest financial and business news from Yahoo Finance ... Estate planning can affect who gets assets from your estate ...

Dave Ramsey explains the average American's retirement, 401(k) savings - TheStreet

The author offers a few financial guidelines for people of various ages who may feel late to retirement savings planning. For example, a 40-year-old ...

4 Questions Your Financial Advisor Hates To Hear | GOBankingRates

Money / Financial Planning. 4 Questions Your ... estate, you can ... Sign up for our daily newsletter for the latest financial news and trending topics.

Opinion: 3 essential succession tips for business owners

... planning for estate tax-related reasons. Delaying such planning can lead to significant and unnecessary estate taxes, especially as business ...

Jude Wilson helps clients achieve financial goals with smart planning - ClickOrlando.com

Wilson spoke with Murray about the steps one should take when selecting a financial advisor. [EXCLUSIVE: Become a News 6 Insider (it's FREE) | PINIT!