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
How RIAs can build strong foundation for FinCEN AML rule - Financial Planning... News. Industry News · M&A · Career Moves · Earnings · Diversity & Equality ... When it comes to retirement planning, financial advisors are always ...
Safeguard your Digital Estate - Pierson Wealth Management - Santa Clarita MagazineSafeguard your Digital Estate – Pierson Wealth Management. by Ivy Pierson | Dec 30, 2025 | Business News ... Digital estate planning includes organizing ...
Five Things You Must Know About Estate Planning After 65 (Online) | Long Valley, NJ PatchPatch News. Sign up. Long Valley, NJ Subscribe. News FeedEventsLocal ... This is a free educational presentation offered by Milvidskiy Law Group P.C., ...
Five Things You Must Know About Estate Planning After 65 (Online) | Livingston, NJ PatchPatch News. Sign up. Livingston, NJ Subscribe. News FeedEventsLocal ... This is a free educational presentation offered by Milvidskiy Law Group P.C., an ...
Struggling to Set 2026 Financial Goals? Get an AI Assist - Rough Draft AtlantaLearn how to leverage AI-powered platforms like ChatGPT and Google Gemini for financial planning while protecting your privacy. Get expert tips.