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

2022 Taxes/Estates/Trusts Q&A - Virginia Business

What do you consider the biggest challenge in assisting clients with estate planning? Not having unlimited time to get to know my clients, ...

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Speakers will cover topics such as cereal grain varieties, pulse management, soil fertility management and estate planning.

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... and a desire to help young people prompted a Norfolk man to include a nursing scholarship at Northeast Community College in his estate planning.

Haims: Avoid unnecessary heartache and anxiety with estate planning | AspenTimes.com

Estate planning does not only apply to wealthy individuals. If you or your aging loved ones own property or other assets, like stocks and bonds, ...