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

Senior Center this week: Diet, Exercise, and Osteoporosis; Estate Planning; Sock Hop!

Senior Center this week: Diet, Exercise, and Osteoporosis; Estate Planning; Sock Hop! By Priscilla Elliott. ○. News. ○. October 25, 2026. Waltham's ...

Retirees Quietly Drop This One Insurance at 70 — And It Can Free Up Hundreds per Month

She said that, as an estate planning attorney, her focus is on the ... Sean Hannity marries fellow Fox News host Ainsley Earhardt · Sean ...

The Ultrawealthy Fear Their Children Won't Work. Most Haven't Prepared Them To Inherit.

Main navigation. Webinars · News. Editor's pick · News. News. See all News ... financial advisors to some degree in estate-planning conversations with ...

Ed Yardeni Says AI Is A Bubble. His New Indicator Says It Isn't Ready To Burst. | The WealthAdvisor

Main navigation. Webinars · News. Editor's pick · News. News. See all News ... Estate planning, tax strategy and generational wealth. See all Tax & ...

Ketta London Casey Obituary Jun 4, 2026 - Legacy.com

Find a Funeral Home Estate Planning Guide Estate Settlement Guide Plan ... In May 1971, she received the prestigious Atwell Medal from Abilene Reporter ...