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

Shielding Inherited IRAs from Divorce: Estate Planning Strategies for High-Net-Worth Families

John Gapper is a pseudonym for a senior financial analyst specializing in estate planning and tax-efficient wealth management. ... Disclaimer: The news ...

What the "One Big Beautiful Bill" Means for Individuals and Businesses | Ellin & Tucker

... planning. The legislation brings sweeping changes to estate planning, business deductions, and investment incentives, which requires a fresh look ...

estate planning and tax reduction - Grow Your Wealth from Just $100

Category:DCEX(doginals-club-exclusive-doginals) Latest News; Tags:PTON(pton). Description. Product Description. estate planning and tax reduction ✌️【 ...

Investors Are Proactive in Financial Planning Amid Economic Uncertainty | PLANADVISER

Want the latest retirement plan adviser news and insights? Sign up for PLANADVISER newsletters.. The survey found that even with broader ...

RIA Edge 100: Financial Symmetry's Home-Grown Growth - Wealth Management

News. RIA Edge 100: Financial Symmetry's Home-Grown Growth. RIA Edge ... Serving the whole client: Why ignoring estate planning is bad for business.