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

Most Americans are not at all ready for the Great Wealth Transfer - Financial Planning

... financial advisors and $7 billion in client assets. Here's a look at its expansion strategy. By Tobias Salinger. 2h ago. Industry News · Wall Street's ...

Startup consolidator Arax seeks big growth with Pershing agreement - Financial Planning

For reprint and licensing requests for this article, click here . Industry News Recruiting Growth strategies Pershing.

What Is the CFP Capstone Course? - KTEN

Watch ABC10 News · logo · Sherman. Clear. 48°. H 81°. L 58° · News · Coronavirus ... Estate planning; Psychology of financial planning. CFP candidates ...

LinkBiz Solutions offers services for estate and trust planning - Chicago Tribune

LinkBiz Solutions, a formerly Chicago-based tax and accounting consulting company, is pleased to add estate planning ... news and editorial staffs of ...

FREE Seminar on Estate Planning for everyone who has or is considering settling down in Delaware

Chesapeake Legal Counsel, LLC is offering a free seminar on estate planning on Thursday, April 18th at 10:00 am at Bear Trap Dunes, 7 Clubhouse ...