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
Planning Your Legacy: Legal & Life Decisions - WSETEstate planning is more than documents and dollars, it's about ... News Team · Careers · Contests · News · Weather · Sports · Privacy Policy · Cookie ...
The Future Of Wealthtech Is AI Integration And Connectivity - Wealth ManagementWealth.com to Launch of Proprietary Tax Planning Platform. by David H. Lenok. Feb 06, 2026. Latest news. Tony Hsieh · Estate Planning · Estate ...
Advisors Urge Farmers to Use Tax Data for Broader Financial Planning | DRGNewsAdvisors Urge Farmers to Use Tax Data for Broader Financial Planning. By DRG Media Group News Apr 20, 2026 | 10:51 AM. Farm financial records can ...
Estate Planning Lessons from Tony Hsieh's Will - Wealth ManagementTony Hsieh, the founder of Zappos, died in November 2020 at age 46 with an estimated $500 million fortune and no documented estate plan.
PR Firm News: RooneyPartners Launches 'Wealth Watch' Podcast - O'Dwyer'sDebuting today, the podcast will cover such topics as navigating market uncertainty, working through 401k rule changes, estate planning, tax ...