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
Lester J. Robinson III, earns CEP® -- LesLTC | PRLogLester J. Robinson III, earns CEP®. Les Robinson is a nationally recognized speaker, author, educator, Certified Estate Planner, and member of the ...
Hospice Leaders Launch LifePlans Caregiving PlatformLifePlans features AI tools and human guidance for family caregiving, financial and estate planning, household and daily life management and ...
Our Daily Show! With Cj Nasello! Stephens Planning, Hayner, And More! - RiverBender.comWe'll discuss practical retirement and estate planning strategies, common financial planning ... News · Weather · Student Spotlight · Opinion ...
understanding SLATs; how advisors can leave a bank-based role without getting suedFinancial Planning. The leading resource of news, data and analysis… Published Aug 3, 2026. + Follow.
Why Advisors Must Guide Clients Through AI Estate Plans - Wealth ManagementTo use AI tools effectively within estate planning, they need to be trained with proper guardrails. ... Latest news. Fidelis Capital co-founder ...