FTI Fiduciary Trust International

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

Oct 29 | Estate Planning Seminar at White Lake Township Library - Patch

Patch News. Sign up. White Lake-Highland, MI Subscribe. News FeedEvents ... Estate Planning Seminar at White Lake Township Library.

Do you need info on estate planning? This event is for you. - Atlanta Journal-Constitution

The AJC is committed to facilitating conversations on topics important to aging in Atlanta and providing you with resources to live your best ...

Fairness, justice, tradition: Backing Bidegaray and Lynch | Western News

She's universally respected after 38 years in Montana's diverse legal landscape -- estate planning, ag. admin., and family law. She's a strong ...

Some People Expect More Than $1 Million In Inheritance. Are You One Of Them?

I want to make sure that you have an estate plan.' Do you have a news tip for Investopedia reporters? Please email us at. tips@investopedia.com.

SDSU Extension to Host Farm, Ranch Estate Planning Series - Morning Ag Clips

South Dakota State University Extension is excited to announce its upcoming estate planning and farm transition workshops for 2024 ... News · Policy & ...