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

The Fed Needs to Follow the Rules. But Which One? - Articles - Advisor Perspectives

... Planning · Active Fixed Income · Active Management · Alternative Investments ... News, 06/24/2026. Bitcoin Bottom Hunters Fear Fresh Pain After $1.3 ...

Expert Advice for Managing a $50000 Inheritance To Build Long-Term Financial Security

Advisors generally suggest paying off high-interest debt, building an emergency fund, and then investing for long-term goals. With a clear plan, ...

Finance Guru Jean Chatzky: This Is the Biggest Retirement Mistake You Can Make

Are you winging your retirement spending? Financial expert Jean Chatzky explains why a lack of a concrete plan is preventing retirees from living ...

Simplicity Welcomes Bob Muzikowski to the Partnership with the Acquisition of Benefit Planning, Inc.

Close submenu (News in Focus)News in Focus. Browse All News · Multimedia ... Simplicity Group ("Simplicity"), a holistic financial planning firm ...

Balefire Wealth Welcomes David Serposs, AIF®, as Senior Corporate Solutions Advisor

... estate planning, and corporate solutions across the United States. ... Wish your news had this kind of reach? Sign Up · Learn About Business Wire.