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

Do you have a will? Without an estate plan, families can struggle to sort it out | The Seattle Times

Collette Davis, an estate planning and probate attorney in Charlotte, North Carolina, tells her clients it's critical to put their wishes in writing ...

Two common planning mistakes cause problems later | Features | thenewsenterprise.com

For that reason, after death planning documents must consider and provide for ... Cynthia Griffin is an elder law and estate planning attorney at ...

My View: Follow these 5 steps for better business legacy planning

In this guest column, the founder of an Arizona financial services firm offers up five key tips on how to properly execute a business legacy plan.

Can Medicaid recover money left to a disabled adult child? - nj.com

Q. If estate recovery is deferred to an adult disabled child, ... If you're not sure, you should speak to an experienced estate planning attorney ...

Latest MoneyGuard Solution From Lincoln Financial Group Offers More Control, Flexibility ...

"Long-term care planning is more than having enough money to pay for care services. It's about building a comprehensive strategy to better prepare for ...