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

Eric Sebold, Federal Benefit Consultant with Institute for Financial Awareness - KZTV10

Action 10 News KZTV Corpus Christi · Watch Now · Action 10 News KZTV ... Building a legacy beyond wealth through financial planning, federal ...

VestGen: A Tech Stack Designed for Planning, Efficiency - Wealth Management

Rob Bondiman explains how $8B VestGen works with its vendors to fuel its proprietary financial planning process.

The Most Common Tax Traps in Retirement β€” and How to Avoid Them

β€œThe earlier you plan, the more options you have to manage income and taxes over time, which can materially improve retirement outcomes.” Financial ...

Mesirow's Rebecca Solomon Discusses Tax-Smart Gifting Strategies and Estate Planning ...

News provided by. Mesirow Financial Holdings, Inc. May 11, 2026, 11:00 ET ...

How the Leafhouse-Mesirow Deal Could Change the CITs Landscape

Estate Planning · The T&E Inner Circle: Portability – Lessons on Planning ... Latest news. rich man counting money · High Net Worth · What to do ...