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
Faulkner, Alabama A&M hosts estate planning education event - WSFAOrganizers say the most common misconception is failing to put a plan in place, no matter how many assets you have. News.
Apply Now For PBC Family Wealth Protection Project - Town-Crier NewspaperThe program helps families protect and preserve homeownership by providing assistance with estate planning, wills, property deeds and resolving ...
First Community Bank promotes Daniel Kemper - Talk Business & Politics... estate planning, investment management, retirement planning and wealth preservation. ... Talk Business & Politics is a news website that covers ...
Marshall Law, P.A. Publishes Estate Planning Guidance on Choosing Between a Will and a TrustMembers of the editorial and news staff of the USA TODAY Network were ... Led by estate planning attorney John Thomas Marshall, the firm concentrates in ...
Marquis Who's Who Honors Vern Hayden for Expertise in Financial Planning - PR NewswireMarquis Who's Who Honors Vern Hayden for Expertise in Financial Planning. News provided by. Marquis Who's Who. Aug 20, 2026, 16 ...