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
LPL OSJ Private Advisor Group draws $300M Cetera team - InvestmentNewsChin Po, who's among three CPAs in the firm's core advisor team, said Paxel's work centers on pairing financial and estate planning for clients ...
The future of trusted news starts with today's choices | New Hampshire Public RadioDo you have questions about your estate plan? You can join NHPR for an estate planning seminar on Sept. 10 at 2 p.m. at the Portsmouth Public Library.
Prime Capital Secures Carlyle Investment, Abry Partners Exits - 401k Specialist... planning, investment management, tax advisory and compliance, trust and estate ... News, insights, and analysis on the trends, products, and ...
Littlejohn: Don't ignore the emotional side of estate planning | AspenTimes.comLittlejohn: Don't ignore the emotional side of estate planning. NewsNews | Aug 7, 2026. Brian Littlejohn Follow. Share this story. Share. Share on ...
Assessor-Recorder Joaquín Torres to host free financial empowerment event | SF.govSAN FRANCISCO, CA – · WHEN: · WHERE: · HOW TO REGISTER: · PROGRAM HIGHLIGHTS: · Estate planning, in depth. · Remarks from MyPath CEO · Panel: the financial ...