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

Scene in Edmonds: Ribbon cut for DME CPA Group

Ekrem's main focus is serving clients in the areas of estate planning, income tax planning, business planning and compliance with Generally Accepted ...

Learn How Planning Can Protect Your Legacy

With help from an estate planning attorney, you can be assured that these important decisions will be ... See today's news highlights at a glance.

Rob Russell shares insights into estate planning

What are some common mistakes when it comes to estate planning? The two most common mistakes are 1.) not having a plan and 2.) not keeping ...

Information & Assistance: There's help available for legal issues

... lives, whether it be something as innocuous as the required costs of our license tabs or the sales tax or something as extensive as estate planning.

Centurion Wealth's Wendy Payne Named by Forbes as One of the Best Financial Advisors in Virginia

Wendy is a Certified Estate Planner, CEP®, Certified Senior Advisor, CSA®, Wealth Management Advisor, and Life Stage Transition Specialist. Wendy ...