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

Stacye Trout earns prestigious philanthropy designation | News | desototimes.com

This accomplishment highlights her deep expertise in philanthropic and legacy planning, tax strategies, and financial planning for charitable giving.

How HSAs pay off in retirement — with caveats - Financial Planning

Using health savings accounts in retirement rather than on immediate qualified medical expenses can offer tax and investing advantages, ...

Planning is the key to protecting your power of attorney - FOX5 Vegas

yourself, but experts ...

Your life just changed — should your plans for your family change, too? - Woodlands Online

... financial, tax, or estate planning strategy. Investing involves risk ... News · Events · Photos · Videos · Start Your Blog. Back To Top. Look For ...

Expanded offerings draw prospects, advisors say - Financial Planning

Financial advisors who offer more than the basic services say clients appreciate these additions and more prospects have followed.