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

Carson launches estate planning support service - Citywire

Carson Group has launched a new service to help advisors integrate estate planning into their practices. ... Related News. Study Group: How 3 UHNW- ...

Long Island attorneys say estate planning is about life, not death | Herald Community Newspapers

... news. Now more than ever, we need your help to ensure nothing but the ... Estate planning attorneys explain how Financial Literacy Month ...

Don't forget real estate when thinking about legacy and estate planning - InvestmentNews

Mario Di Domenico, financial advisor at Siebert Financial, sits down with InvestmentNews anchor Gregg Greenberg to discuss how advisors can ...

Faculty Spotlight: How Rima Nathan turns legal education into action

Florida State University News. The Official News Source of Florida ... Estate planning is one of several areas that the clinic assists with ...

How to give kids an investing head start | UBS United States of America

Clients can obtain a free Program Description of their choice from the investment management company sponsoring a 529 Plan or a Financial Advisor.