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
Tax Clinic Adds New Focus on Estate Planning | University of Michigan Law SchoolTax Clinic Adds New Focus on Estate Planning. News. October 22, 2026. Author(s). Bob Needham.
Why Americans save for retirement but put off writing a will | The Jerusalem PostWhile retirement accounts and beneficiary designations are common parts of financial planning, wills and other estate documents often receive less ...
Florida's Wealth Boom Has an Estate Planning Blind Spot - Law.comWhat has not kept pace with this migration is the estate planning infrastructure many of these families bring with them. ... Legaltech News · Texas ...
Determining when you are ready to retire ahead of time will help your financial planFollow on Google News. Related Why retirement planning should start before you retireEvolving a retirement plan can save y. Determining when you ...
Estate planning workshop at Fletcher Memorial Library - The Vermont Journal & The ShopperJoin the Fletcher Memorial Library on Oct. 27, from 2-3 p.m., at Fletcher Memorial Library, for an overview of estate-planning resources ... News · All ...
