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

Veteran estate planning clinic announced | Jefferson City News Tribune

Lt. Gov. David Wassinger and the Missouri Veterans Commission will host a free estate planning services clinic for Missouri veterans and their ...

As Commonwealth deal closes, LPL CEO shrugs off advisor departures - Financial Planning

For reprint and licensing requests for this article, click here . Industry News Earnings M&A Independent advisors RIAs LPL Financial Commonwealth ...

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Kirk Greene: Let Financial GPS Guide Life's Big Money Decisions | Opinions - Noozhawk

president of the Estate Planning Council of Seattle and has been an ... Noozhawk is a founding member of the Local Independent Online News (LION) ...

Questions whether another Crewe housing estate has valid planning permission - Nub News

Cheshire East seeking legal advice over whether a second large housing estate in Crewe which is already partly occupied, still has a valid ...