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

Estate value will impact estate taxes for survivors - Cleveland Jewish News

Estate planning involves moving and allocating a person's assets to others in their family or friend group in preparation for their death.

Has the risk score gained too much power? - Financial Planning

Of all the numbers involved in financial planning, only one has the power to determine an investor's entire asset allocation: the risk score. But as ...

Wealth.com Launches Family Office Suite

More. Menu. Log In or Register · News · Investment · Individual Wealth · Wealth Planning ... Planning>Estate Planning. Wealth.com Launches Family Office ...

Raymond James adds veteran advisor in Central Florida - InvestmentNews

The digital estate planning firm has also tapped a Commonwealth ... Industry News; May 31, 2024. Global bonds fall again amid stubborn inflation ...

Supreme Court Clarifies Estate Tax Consequences for Closely Held Company - JD Supra

News & Insights. Popular; Labor ... This Update provides the key takeaways for tax and estate planning practitioners from the unanimous opinion.