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
Angel Studios (ANGX) CEO shifts 8.35M Class B shares into trusts, retains key voting powerAngel Studios, Inc. director and CEO Neal Harmon filed an amended Schedule 13D updating his ownership and recent estate-planning moves involving ...
How Experts Advise Managing a $50000 Inheritance for Greater Financial Security - InvestopediaIntentionally Defective Grantor Trust (IDGT) in Estate Planning · Investopedia. Newsletter Sign Up. Follow Us. News · Investing · Simulator · Banking ...
NetLaw Becomes Hargrove MSO as Demand for Attorney-Led Estate Planning ... - New Castle NewsLOUISVILLE, Ky.--(BUSINESS WIRE)--Aug 12, 2026--. NetLaw, the organization behind Hargrove Firm's national estate planning operations, ...
Your Legacy of Coastal Protection - Surfrider Foundation... planning your legacy through estate planning. Creating an estate plan, which often starts with the easy first step of making a will, gives you ...
Caring for aging parents? The library can help - Baton Rouge Business ReportEstate Planning Basics; Long‑Term Care. These resources can help you walk ... news/newsletter/. Gale Presents: GetSetUp. Additionally, the ...