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
Slowik Estate Planning Encourages Families to Discuss Wills and Legacy Wishes ... - ABC4 UtahSlowik Estate Planning Encourages Families to Discuss Wills and Legacy Wishes During the Holidays. News provided by. EIN Presswire. Oct 24, 2025, 2 ...
Senior Financial Planning & Systems Analyst - Wine Business... News · Winebusiness.com · News Archive · Blogs Archive · People News · Vendor ... The Senior Financial Planning & Systems Analyst plays a key role in ...
MCW Board hears various reports | News, Sports, Jobs - Fairmont Sentinelnews@fairmontsentinel.com. SHERBURN — The Martin County West (MCW) ... Basketball camps and Estate Planning are being planned. The high school ...
Why This Tulsa Attorney Left Engineering to Help Families with Estate PlanningWiszneauckas Law is a trusted estate planning law firm serving Tulsa, Oklahoma, and surround…
Echo Canyon School, Pima Elementary schools shutting down? - KTAR News“We were totally blindsided of what was going on,” McKnight told KTAR News 92.3 FM. ... Living trust services can help you with estate planning. When it ...
