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

ACTEC Flags Tax Issues in One Big Beautiful Bill Act - Wealth Management

ACTEC highlights key estate planning concerns in new tax law affecting Trump Accounts, deductions and QSBS starting January 2026.

How advisors reduce year-end stress and avoid burnout - Financial Planning

The end of the year doesn't have to mean additional stress for financial advisors who prepare ahead of time.

Creative Planning Acquires Burt Wealth, Adding $1 Billion in Assets - Barron's

... estate planning, and business and retirement planning. It primarily ... Financial News London · Dow Jones Smart Money. Newsstand. Buy Issues.

Charitable Giving Under the OBBBA: Why 2025 Is a Critical Planning Year | JD Supra

News & Insights. Popular; Labor & Employment ... Charitable planning must be tailored to each donor's tax, financial, and estate planning goals.

Warren & Kazen Law: Planning for Excellence - Newswire.com

Kazen. "It's incredibly stressful to navigate the complex process of settling someone's estate while you're still grieving their loss. We are mindful ...