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
Court Reverses Jurisdictional Challenge In A Will Contest Where There Was A Fact ... - JD SupraIn In re Est. of Corbett, Robert William Corbett died on November 26, 2016, unmarried and without children. No. 14-24-00922-CV, 2025 Tex.
A Historic Year: 2025 First Time Private Giving Surpassed $600 billionAmerican generosity reached a historic milestone in 2025: U.S. charitable giving totaled an estimated $617.20 billion, surpassing $600 billion for ...
Integrity Marketing Solutions Convenes Summit on AI Shake-Out for Law FirmsAI Search Is Rewriting Client Acquisition for Estate Planning Law Firms — and the Referral Pipeline Is Next. United States – July 13, ...
Ritenour returns to his roots | Highlands News-Sun | midfloridanewspapers.comFormer County Judge Anthony Ritenour, who retired on July 1, has exchanged his judicial robes for a suit.
One Year In, How the One Big Beautiful Bill Act Has Made Financial Planning EasierFinancial advisors say that the law is a boon to long-term financial planning because it brought certainty to tax provisions previously set to ...