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
Harris: October is National Financial Planning Month! | DeSoto County NewsA financial planning checklist is a practical guide for managing and growing your money over time.
The owner of the Elm Court Estate has unveiled a new development planA proposed plan for Elm Court, the historic Vanderbilt estate on the Lenox-Stockbridge line, includes a renovated Manor House with 30 guest rooms and ...
Know the Law: Is my Massachusetts real estate subject to Massachusetts estate tax even if I ...News · Business · Business Columns · Business Columns. Know the Law: Is ... estate planning and estate and trust administration. He can be reached ...
Government funding vote fails again in Senate as hopes fade for quick end to shutdown... Planning For Federal Employees · Open Season Exchange 2026 presented ... News Amy Klobuchar Budget Chuck Schumer Congress Congressional Budget ...
Tax break for high earners over 50 to disappear in 2026 - Financial PlanningIn 2026, high-earning workers over the age of 50must contribute 401(k) catch-ups after tax. While it may seem like a loss now, advisors say it ...