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

People in the News—May 17, 2021—Hyland Levin, Archer

He counsels individual clients in connection with their personal estate planning needs, as well as fiduciaries charged with the administration of trusts ...

Tim Fitzgerald Named to New York Life's 2021 Agent Advisory Board of Directors

Tim is the founding partner of TFG Financial, a full-service wealth management firm specializing in estate planning, business succession planning, ...

—a Kaplan Company Introduces New Sports and Entertainment Designation for Wealth Advisors

CENTENNIAL, Colo.--(BUSINESS WIRE)--College for Financial Planning®—A Kaplan Company and Merrill Lynch Wealth Management today ...

College for Financial Planning®—a Kaplan Company Introduces New Sports and Entertainment ...

Ghee, Mynd Matters Publishing, 2017, p. 20. View source version on businesswire.com:https://www.businesswire.com/news/home/20210517005133/en/.

College for Financial Planning®—a Kaplan Company Introduces New Sports and Entertainment ...

The Sports & Entertainment Accredited Wealth Management AdvisorSM or SE-AWMASM program is a first-of-its-kind professional designation from an ...