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

Protecting What Matters: Estate Planning Essentials for Your Family (Shoup Legal) - Patch

Saturday July 27, 2024: This FREE webinar will help you discover what you need for your estate plan. What You Will Learn In This...

Project 2025 goals would transform wealth management landscape - Financial Planning

... News · New name, same game: World Investment Advisors acquires $3.5B team from Raymond James. The private equity-backed deal keeps M&A humming along ...

Americans at risk of a probate sucker punch, warns Trust & Will - InvestmentNews

Related Topics: Estate Planning, Fintech, Technology, wealth transfer ... Industry News; May 31, 2024. Global bonds fall again amid stubborn ...

Memphis nonprofit gives seniors free access to legal services - localmemphis.com

Memphis Area Legal Services hosted its 14th annual 'Give a Little, Help a Lot' clinic addressing healthcare law, estate planning and other legal ...

Norton Mullins Recruits Deitrick as Estate and Trusts Partner - Bloomberg Law News

Conrad Deitrick has joined Nelson Mullins Riley & Scarborough as an estate planning and trusts partner in Baltimore, the firm said Wednesday.