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

Philanthropic planning is wealth management's next competitive frontier, beyond DAFs

Eighty percent of high-net-worth clients believe it is their financial advisor's obligation to raise the topic of philanthropy, according to recent ...

Fidelis Capital on Breaking Away to a 'Different Path' - Wealth Management

My specialties are income tax and estate tax planning. We've got two former practicing trust, estate and tax attorneys. I mentioned the specialty in ...

Deals & Moves: Wealth Enhancement Plants Flag in Alabama

Cloud Investments offers retirement planning, investment management, tax strategy, estate planning and risk management services to professionals, ...

Vincent Esparza CFP, CLU joins Wilde Wealth Management Group as Senior Wealth Advisor

... News · Newswires RSS Get our newsletter · Order Prints. 16 hours ... estate planning coordination, Social Security optimization and legacy planning.

Are aging parents becoming the most overlooked beneficiaries? A look at the reverse ...

A look at the reverse dependency trend. Life insurance planning traditionally focuses on protecting spouses and children from the financial impact of ...