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

Preparing For A Tax Law's Expiration - FA Mag

... News, Broker-Dealer, CFP, Wealth Manager. Financial Advisor magazine ... There are many powerful estate planning techniques that advisors can ...

Estate tech provider launches family office suite - InvestmentNews

These tools help clarify estate planning details such as sub-trust distribution schemes and tax implications. ... Industry News; May 31, 2024. Global ... launches tool suite for family offices, UHNW-focused RIAs - Citywire

Estate planning platform has launched a new suite of ... Good news commodity bulls! ETF options abound · Read more. Private Assets. Launches New Family Office Suite™, Strengthens Legal Team With Addition of ...

As the only tech-led, end-to-end estate planning platform built specifically for financial advisors, it facilitates high quality document creation, ... Launches New Family Office Suite™, Strengthens Legal Team With Addition of ...

New estate planning offering focuses on driving productivity and efficiency for advisors and wealth strategists serving high-net-worth and ...