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

What Is the Role of a Trust in an Estate Plan?

For many individuals, creating an estate plan that includes a trust is the best way to accomplish their goals not only after death but during their lifetime ...

Financial Planning – Creating a Retirement Playbook

A comprehensive financial plan dives deep, examining all aspects of your retirement. Account balances, portfolio designs, spending habits, insurance ...

Personal Tax Opportunities in 2020

I suspect we could apply that same analogy to our tax planning for 2020. ... to estate tax, now is an excellent time to review your overall estate plan.

AICPA News: August 2020

AICPA News is a roundup of recent announcements from the AICPA. ... can have major financial implications for divorcing couples, estate planning, ...

Helping seniors get meals

... of interest or concern to older adults, such as estate planning, medical or nursing home insurance policies, dietary concerns and consumer fraud.”.