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

Health, caregiving and estate planning: how to talk about tough topics with aging parents

Families should have a plan as to what to do if conflict arises, says Kristy Archuleta, a professor of financial therapy and financial planning at ...

Protect Against Ghost Hackers with a Digital Estate Plan - USA Herald

We are The People's Media. USA Herald covers everything from breaking news to investigative journalism. We also report on politics on the State and ...

Ex-army financial counselor pleads guilty to life insurance fraud scheme

Insurance News. By Jonalyn Cueto. Apr 22, 2024 ... estate planning but should not influence specific investment decisions. ... LATEST NEWS. Letitia James ...

Stepping From 2023 Into The New Year - Wills/ Intestacy/ Estate Planning - United States - Mondaq

Please Login to Mondaq or Register for unlimited free access and a complimentary news alert. About. |. Blog. |. News Alert. |. Login. |. Register ...

Wonderful Wednesdays! program to address estate planning | Hot Springs Sentinel Record

... Estate Planning for Non-titled Property," the next in the series of Wonderful Wednesdays! programs ... "Estate Planning ... News. Local · Crime · Sports ...