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

Mandatory Roth TSP “Catch-Up” Contributions Take Effect January 1, 2026

... News · Security Clearances at Risk? How Political ... Financial Planning For Federal Employees. 26 Jun 25.

Daniel Hawley Selected as New Judge for MN 9th Judicial District - Lakeland PBS

... estate, corporate and business law, estate planning, and municipal law. He replaces Erik Askegaard, who is retiring. Lakeland News is member ...

Berkshire County: COAs hosting Elder Law events | Community News | berkshireeagle.com

Insights from an Elder Law and Estate Planning Attorney" will be presented by Paula Almgren, elder law attorney and founder of Berkshire Law Group, ...

Cynthia Almond appointed as new President of the Alabama Public Service Commission

Her legal work has focused on estate planning, business law, and real estate. ... Yellowhammer News is Alabama's preeminent outlet for news, analysis ...

FPA: Mutual fund wrap programs gain popularity with advisors | Financial Planning

A unique mutual fund account is rising with advisors, a new Financial Planning Association survey found, hinting at a shift away from investment ...