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

On the Street business news, October 31 - Alexandria Echo Press

His practice will concentrate in litigation, estate planning, probate and trust administration. AaronSandvig2025.jpg. Aaron Sandvig. Sandvig grew up ...

The $15 Million Lesson That Inspired Jace D. Young to Help Farmers Build a Legacy

News · Profiles. Related Articles. Kristjan Hebert. “Kristjan. How (and Why) ... Estate Planning Is a Necessity, Even If Your Spouse Refuses · Tyler ...

Four Opportunities To Add Value In Giving Season - FA Mag

... News, Broker-Dealer, CFP, Wealth Manager. Financial Advisor ... estate planning. You can help your clients weigh the options that are ...

Retirement Pros Urge Caution With Alts in DC Plans - planadviser

Want the latest retirement plan adviser news and insights? ... Campbell advises high-net-worth individuals, fiduciaries and business owners on estate ...

Harris: End-of-the-Year financial planning tips | DeSoto County News

Harris: End-of-the-Year financial planning tips · Contribute to charity: Make charitable donations by December 31 to potentially qualify for tax ...