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

On October 12th in Oak Park: `Estate Planning Explained - Patch

With “Estate Planning Explained,” Dr. Jim Flanagan of Bentron Financial Group will lead a free presentation at 7 p.m. on Thursday, October 12th at Oak ...

FPA names Brahim 2025 president-elect - Financial Planning

For reprint and licensing requests for this article, click here. Industry News Career advancement Career moves Independent advisors RIAs. TRENDING.

Jamie LeFrak Plans Miami Beach Waterfront Homes for His Kids - The Real Deal

News · ResidentialDevelopmentCommercialPoliticsTech · Magazine · Current Issue ... Estate planning? Jamie LeFrak secures lot split to build waterfront ...

Financial Advice: HerPlanning Founder Discusses Estate Planning

On Wednesday, HerPlanning owner Kristin Afelumo joined News On 6 at Noon to talk about estate planning. Wednesday, September 27th 2023, 1:44 pm. By: ...

Benefits Monthly Minute | Gag Clause Annual Attestation Deadline Approaches - JDSupra - JD Supra

News & Insights. Popular; Labor & Employment · Finance & Banking · Intellectual ... Estate Planning Update: Recent IRS Ruling Offers a Stark Reminder of ...