our Diamond Sponsor

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

COVID-19 is no excuse to put off conversations with older parents about their long-term care

Steven C. Holman is an elder law and estate planning attorney in Dallas. He wrote this column for The Dallas Morning News. Got an opinion about this ...

Three Steps For Review Appointment Success

The five tenets are set up by the Certified Financial Planner Board of Standards and include rate of return, retirement income planning, estate planning, ...

14 important end of year tax planning tips – by Syed Nishat

14 important end of year tax planning tips – by Syed Nishat ... /EIN News/ -- New York City, Nov. ... Transferring to an Irrevocable Trust: Reducing the amount of your estate tax, which is the financial levy on an estate based on current ...

Grant Joiner Welcomed at MV Investment Advisors

Starting in December, Mr. Joiner will provide financial and estate planning and investment advising services to individuals, families, and organizations.

Lawsuit pitting Pat Bowlen's oldest daughters against his trustees rescheduled for July 12, 2021

Joe Ellis, Rich Slivka and Mary Kelly are the trustees of Pat Bowlen's estate. Ellis is also the Broncos' chief executive officer and president, Slivka is the ...