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

IRAs: Where The Money Is

That's where the IRA and plan distribution rules come in. The more your clients keep, the more successful you will be as a true financial planner.

Capitol View | Estate Planning

Everyone should be aware of the importance of having a good estate plan. Young or old, an estate plan is essential for everyone to have. Capitol View ...

Advisers use ethical wills to look beyond client assets

Unlike a traditional will or estate plan that focuses on the distribution of assets upon a person's death, the ethical will is a document that is often ...

10 Steps to Writing a Will

But if you don't, consider naming three guardians in order of your preference, advises Tara Wilson, an estate planning attorney who practices in ...

This is the biggest financial concern among LGBT Americans

LGBTQ Americans may be celebrating Pride Month this June — but their financial planning isn't likely something they'll be too proud about. Compared ...